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Get the free FP Legacy Giving Program Guide 3-26-2018 - First Parish in Concord

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Legacy Giving Program Guide What is a legacy gift to First Parish? A legacy gift is a financial commitment made to First Parish now that the church will receive in the future. Some other organizations
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Collect all necessary information about the donor, including their name, contact details, and any specific instructions they have for the legacy giving program.
02
Create a form or document to record the donor's information and their intended contribution to the program.
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Provide clear instructions on how to fill out the form, including any required fields and optional sections.
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Ensure that the donor understands the benefits and potential impact of participating in the legacy giving program.
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Assist the donor in completing the form if they require help or have any questions.
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Once the form is filled out, review the information provided for accuracy and completeness.
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Keep a copy of the filled-out form for your records and provide a copy to the donor if requested.
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Follow up with the donor to confirm their contribution and provide any additional information or documentation as needed.
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Maintain a secure and organized record of all legacy giving program participants and their contributions for future reference and management.
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Continuously evaluate and improve the legacy giving program based on feedback and results.

Who needs fp legacy giving program?

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People or organizations who are passionate about supporting your organization's mission and want to contribute to its long-term sustainability.
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Individuals who want to leave a lasting impact and ensure their support continues even after their lifetime.
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Donors who have a desire to make a significant financial or asset-based contribution to your organization.
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Estate planners or financial advisors looking for opportunities to assist their clients in fulfilling their charitable objectives.
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Non-profit organizations or foundations interested in partnering or collaborating with your organization on legacy giving initiatives.
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The FP Legacy Giving Program is a fundraising initiative that allows individuals to donate assets or funds to support the future of FP's mission and programs.
Individuals who wish to make charitable donations to FP's legacy giving program are required to participate.
To participate in the FP Legacy Giving Program, individuals can contact FP's fundraising team for more information on how to donate assets or funds.
The purpose of the FP Legacy Giving Program is to provide a way for individuals to support FP's mission and programs through charitable donations that benefit the organization's future.
The FP Legacy Giving Program requires individuals to report details of their charitable donations, including the type of asset or funds donated and the intended purpose of the donation.
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