Major Gift Solicitation Letter Template for United States

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Key Requirements PROMPT example:

Major Gift Solicitation Letter

"I need to create a Major Gift Solicitation Letter for our hospital's new pediatric wing campaign, targeting potential donors who could contribute $1M or more, with specific emphasis on naming opportunities and the project's community impact."

Document background
The Major Gift Solicitation Letter serves as a critical tool in nonprofit fundraising, particularly when seeking significant financial support from high-capacity donors. Used extensively throughout the United States, this document must carefully balance compelling storytelling with legal compliance, including state-specific charitable solicitation requirements and IRS regulations. The letter typically initiates or advances major gift conversations, often leading to more detailed gift agreements. It should clearly articulate the organization's need, potential impact, and any recognition opportunities while maintaining all necessary legal disclosures.
Suggested Sections

1. Organization Introduction: Brief overview of the organization and its mission, including relevant credentials and tax status

2. Project/Need Description: Specific details about the project or need requiring funding, including impact and urgency

3. Impact Statement: Clear explanation of how the gift will make a difference and advance the organization's mission

4. Gift Request: Specific ask amount or range and detailed purpose of the requested funds

5. Tax Deductibility Statement: Clear statement about tax implications of the gift and relevant IRS requirements

6. Legal Disclosures: Required state and federal charitable solicitation disclosures and registration information

Optional Sections

1. Recognition Opportunities: Description of naming rights or other recognition opportunities, included for major gift prospects

2. Matching Gift Information: Details about matching gift programs and how to maximize gift impact through matching

3. Gift Planning Options: Information about planned giving vehicles and alternative giving methods

4. Prior Gift Impact: Summary of how previous gifts have been used (if applicable to returning donors)

Suggested Schedules

1. Organization Overview: Detailed information about the organization's history, mission, and impact

2. Project Budget: Detailed breakdown of how funds will be used and project timeline

3. Gift Agreement Template: Draft agreement for documenting the gift terms and conditions

4. IRS Determination Letter: Proof of tax-exempt status and charitable organization standing

5. Recognition Policy: Details of the organization's donor recognition policies and procedures

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

Industries

Internal Revenue Code Requirements: Must comply with IRC Section 501(c)(3) requirements for charitable organizations, IRS regulations for charitable contributions/deductions, and substantiation requirements under IRC Section 170

State Charitable Solicitation Laws: Registration requirements and state-specific disclosures for charitable solicitations, including varying requirements across different states for written solicitations

FTC Regulations: Compliance with Federal Trade Commission's Truth in Advertising requirements and clear/conspicuous disclosure requirements

CAN-SPAM Act: If using email solicitation, must comply with federal anti-spam regulations including proper identification and opt-out mechanisms

State Consumer Protection Laws: Compliance with state-specific requirements regarding charitable solicitations and organizational disclosure requirements

Charitable Trust Laws: State-specific requirements regarding donor intent and restrictions on use of funds

Privacy Laws: Requirements for handling donor information and disclosure of privacy policies

Americans with Disabilities Act: Accessibility requirements for digital solicitations to ensure compliance with ADA standards

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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