Major Gift Solicitation Letter Template for England and Wales

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Key Requirements PROMPT example:

Major Gift Solicitation Letter

"I need a Major Gift Solicitation Letter to approach a high-net-worth individual about funding our new medical research center, requesting £500,000 with naming rights for the main laboratory, to be delivered by March 2025."

Document background
Major Gift Solicitation Letters are essential tools in philanthropic fundraising within England and Wales. These documents are specifically crafted when seeking significant donations, typically defined as gifts above £10,000. The letter must balance persuasive communication with regulatory compliance under the Charities Act 2011 and related legislation. Major Gift Solicitation Letters are particularly important for capital campaigns, endowment funding, or major project initiatives, requiring careful attention to both relationship cultivation and legal requirements.
Suggested Sections

1. Personalized Greeting: Formal address to the potential donor using their full name and any relevant titles

2. Organization Introduction: Brief overview of the charitable organization, its mission, and current achievements

3. Project/Need Description: Detailed explanation of the specific project, campaign, or organizational need requiring funding

4. Impact Statement: Clear description of the expected impact and outcomes of the donor's potential gift

5. Ask Amount: Specific request for the donation amount with clear justification

6. Gift Recognition: Description of how the donor's contribution will be acknowledged and recognized

Optional Sections

1. Previous Giving History: Reference to the donor's past contributions and their impact, used when approaching existing donors

2. Tax Benefits: Information about Gift Aid and other tax advantages available for charitable donations

3. Named Giving Opportunities: Details about naming rights or special recognition opportunities available for major gifts

4. Payment Options: Information about various ways to make the gift, including installment plans or asset transfers

Suggested Schedules

1. Gift Agreement Form: Legal document outlining the terms and conditions of the gift

2. Project Budget: Detailed breakdown of how the requested funds will be utilized

3. Gift Aid Declaration Form: Standard form for UK taxpayers to enable Gift Aid claims on their donation

4. Annual Report: Organization's latest annual report showcasing financial health and impact

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries
Relevant Teams
Relevant Roles
Industries

Charities Act 2011: Primary legislation governing charitable organizations in England and Wales, including requirements for fundraising activities and standards for transparency and accountability.

Charities (Protection and Social Investment) Act 2016: Supplementary legislation providing additional regulations on fundraising practices and specific requirements for fundraising agreements.

Data Protection Act 2018 and UK GDPR: Legislation governing the handling of personal data, including requirements for consent, privacy notices, and data processing in fundraising activities.

Fundraising Regulator's Code of Fundraising Practice: Regulatory framework establishing best practices for fundraising, standards for donor communication, and requirements for transparency in fundraising activities.

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting against misleading statements and ensuring fair representation of charitable purposes in fundraising communications.

Financial Services and Markets Act 2000: Legislation governing financial advice and investment-related communications in the context of charitable giving and fundraising.

Gift Aid Regulations: Tax regulations specifying requirements for Gift Aid declarations and outlining tax implications and benefits for charitable donations.

Equality Act 2010: Legislation ensuring non-discrimination and accessibility requirements in fundraising practices and charitable activities.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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