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BOB AND ANNE LEE continued from page 1From Success to Significance: Bob and Anne Lee, Class of 1965, Decide to Make a Difference Find out more about the charitable gift annuity the gift that is greater

How to fill out creating a legacy

How to fill out creating a legacy

1. Step 1: Start by determining what type of legacy you want to create. This can include leaving behind a physical object, establishing a charitable foundation, or even passing down family traditions.
2. Step 2: Consider the values and beliefs that are important to you and how you want to incorporate them into your legacy.
3. Step 3: Determine who you want your legacy to impact. This could be your family, community, or a specific cause or organization.
4. Step 4: Create a plan for how you will fulfill your legacy. This may involve setting aside funds, writing a will or trust, or documenting your intentions.
5. Step 5: Communicate your legacy plans to your loved ones and those involved. This will ensure that your wishes are known and can be carried out effectively.
6. Step 6: Take action to bring your legacy to life. This may involve executing your plans, mentoring others, or actively participating in the causes or activities that reflect your legacy.
7. Step 7: Regularly review and update your legacy plans as needed. Life circumstances change, and it's important to ensure that your legacy reflects your current intentions.
8. Step 8: Finally, reflect on your legacy and the impact it has had. Celebrate the accomplishments and milestones that have been achieved through your legacy.
9. Remember, creating a legacy is a personal and individual process. It's important to consider your own values, beliefs, and goals when determining how you want to create your own legacy.

Who needs creating a legacy?

1. Anyone who wants to leave a lasting impact or be remembered for their contributions can benefit from creating a legacy.
2. Parents who want to pass down their values and traditions to future generations may also find creating a legacy important.
3. Individuals who have specific causes or organizations they are passionate about may want to create a legacy to support and continue their efforts.
4. Entrepreneurs or business owners who want their company to continue and thrive beyond their involvement can create a legacy through succession planning.
5. Even those without significant financial resources can create a legacy through their actions and the impact they have on others.
6. In essence, creating a legacy is for anyone who wants to make a lasting difference and be remembered for their contributions to society.

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