Get the free FUNDRAISING FACTSHEET LEGACIES - arc-uk

Legacy Form MAKING A WILL TO BENEFIT is a charity which finds it particularly hard to raise funds, and yet the demand for our services continues to grow. Gifts from Wills (called legacies, or bequests)

How to fill out fundraising factsheet legacies

How to fill out fundraising factsheet legacies:

1. Start by gathering all the necessary information about the legacy or bequest you are receiving. This may include the donor's name, their relationship to your organization, the approximate value of the legacy, and any specific instructions or restrictions attached to it.
2. Clearly outline the purpose and goals of your organization's legacy program. This section should explain why legacies are important to your organization and how they will be used to further your mission and programs.
3. Provide detailed information about the types of legacies your organization accepts. This may include cash bequests, property, shares of stock, or other assets. Be sure to include any specific requirements or restrictions for each type of legacy.
4. Explain the process for making a legacy gift. This should include step-by-step instructions on how potential donors can include your organization in their estate plans. Provide contact information and resources for donors who may need additional assistance or professional advice.
5. Include examples or case studies of individuals who have made legacy gifts to your organization in the past. This can help inspire others to consider doing the same and highlight the impact that legacy giving can have on your organization's work.

Who needs fundraising factsheet legacies?

1. Nonprofit organizations and charities that rely on donor support to fund their programs and operations.
2. Development officers and fundraising professionals responsible for cultivating and stewarding relationships with potential legacy donors.
3. Donors who are considering including a nonprofit organization in their estate plans and want to ensure their wishes are properly communicated and fulfilled.

By providing a comprehensive and informative fundraising factsheet legacies, organizations can effectively engage potential legacy donors, educate them about the process and benefits of legacy giving, and ultimately secure valuable contributions for their mission.

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What is fundraising factsheet legacies?

Fundraising factsheet legacies provide information on funds obtained through legacy donations.

Who is required to file fundraising factsheet legacies?

Non-profit organizations and charities that receive funds through legacy donations are required to file fundraising factsheet legacies.

How to fill out fundraising factsheet legacies?

Fundraising factsheet legacies can be filled out online or on paper, providing details on the amount received, the donor's information, and the purpose of the legacy donation.

What is the purpose of fundraising factsheet legacies?

The purpose of fundraising factsheet legacies is to provide transparency on funds received through legacy donations and how they are being used.

What information must be reported on fundraising factsheet legacies?

Information such as the amount received, donor's information, purpose of the legacy donation, and any specific requirements set by the donor must be reported on fundraising factsheet legacies.