Tax and Lifetime Giving Statement Program

Your donors value the tax benefits of giving. They also appreciate knowing the difference their support has made to your organization. The Tax and Lifetime Giving Statement provides your organization the opportunity to deliver both messages while asking them to renew their support. This program has proven to be highly successful at retaining current donors and renewing those in your lapsed donor file.

Current Donors receive their total giving for the past year, noting the tax benefits to them. Lapsed Donors are thanked for and reminded of their past gifts. Both groups of donors learn about the impact their generosity has made for your hospital and those you serve. It is also a chance for your organization to highlight some of the important work that lies ahead.

Package Details
•  #10 window outer envelope.
•  Personalized letter with special section reflecting the current donor's total giving for the year and the lapsed donor's total Lifetime Giving.
•  Letterhead featuring your logo and corporate colors.
•  Separate, matched, personalized remit slip to be returned with donation.
•  Convenient window reply envelope.
•  Live Stamp.

Messaging
•  Use the Bliss program template letter which addresses the annual giving for current donors, the Lifetime Giving for lapsed donors and allows for areas of
customization within the letter for your hospital message.
•  Or, use a fully customized letter crafted by our professional copywriter, allowing you to expand and develop the message as it pertains to your unique situation.

Timing
•  Late January mailing allows current donors the convenience of having the tax information on a timely basis for tax preparation and allows your organization to be
among the first renewal requests of the year for both current and lapsed donors.

Audience
•  All individual donors of the previous calendar year.
•  All non-current donors in your data base, with options to screen for selection.

Bliss Direct Media Service Difference
•  Pre-Planning with our Strategic Planning Sessions and Pre/Post Appeal Analysis.
•  Experienced and Dedicated Account Managers.
•  Comprehensive, HIPAA compliant, Data Processing.
•  Full-service, In-House Print, Personalization, Mail Handling.
•  Appeal and Campaign Reporting and Analysis.

Please contact us today to learn more about how your organization can participate in this highly successful program.