Bequests generate the highest ROI of any fundraising activity — an average of $56.83 for every dollar spent pursuing them — yet most gift officers have never been formally trained on how to talk about them. This bundle gives you both halves of the job: a plain-English staff guide so you understand how bequests actually work, plus three fully editable Canva templates ready to send straight to your donors. What's included: 📘 Bequests 101 (Staff Guide) — Your own reference, not something you hand to donors. Covers what planned giving is, the four main types of bequests (specific, percentage, residual, and contingent) with example legal language for each, the ROI case for investing in a legacy giving program, and a Common Questions page that walks through what donors actually ask (do I have to disclose the amount? does a bequest have to be cash? how do I actually do this?). 🎨 3 Editable Donor-Facing Templates (fully brandable in Canva): The Value of Bequests for a Donor — a one-pager making the case for why a bequest is flexible, empowering, strategic, and tax-smart, with an objective/solution/benefits framework Making a Gift Through Your Will — breaks down outright, residual, and contingent bequests with ready-to-use suggested legal language for each, plus a spot for your organization's legal name, address, and tax ID Declaration of Legacy Intent — a donor-facing form for documenting a planned gift commitment (by will, property, retirement assets, life insurance, or trust), with recognition preferences built in Every donor-facing piece uses simple placeholders — swap in your org's name, logo, colors, and contact info in Canva and you're ready to print or send as a PDF. No design skills needed. Perfect for: gift officers building a legacy giving program from scratch, communications teams who need a bequest ask ready for a newsletter or year-end appeal, or any small-to-mid-size nonprofit that wants professional planned giving materials without hiring a designer or consultant.