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Bridge Builder Society members Jessica and Mike Downer, UCLA 77LEAVING A LEGACY FOR THOSE WHO FOLLOW The Bridge Builder Society is reserved for Betas and friends who leave a legacy for future generations
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How to fill out leaving a legacy for

01
Start by reflecting on what you want your legacy to be. Think about the impact you want to have and the values you want to leave behind.
02
Identify key areas or projects that align with your desired legacy. This could include philanthropy, family involvement, or community initiatives.
03
Create a plan that outlines specific actions and goals for each area. Consider how you can make a lasting impact and ensure your intentions are clear.
04
Communicate your legacy wishes with your loved ones or trusted individuals who can help carry out your plans. Make sure they understand your vision and are willing to support and continue your legacy.
05
Implement your plan step by step. Take the necessary actions to fulfill your legacy goals and make a difference in the areas you have chosen.
06
Continuously evaluate and adjust your legacy plan as circumstances change. Stay connected with those involved and make any necessary modifications to ensure your legacy remains aligned with your initial intentions.

Who needs leaving a legacy for?

01
Anyone who wants to leave a lasting impact and be remembered for their contributions.
02
Individuals who want to pass on their values, beliefs, and life lessons to future generations.
03
Those who have the means and resources to make a significant difference in philanthropic causes or community development.
04
Families who wish to create a strong sense of identity and purpose for future generations.
05
Business leaders or entrepreneurs who want to leave a positive legacy in their industry or community.
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Leaving a legacy is intended to ensure that one's values, beliefs, and assets are passed on to future generations or organizations to create a lasting impact.
Individuals who wish to formally document their wishes regarding their estate and beneficiaries are required to file leaving a legacy.
To fill out leaving a legacy, individuals should gather their asset information, specify their beneficiaries, and clearly outline their wishes in a legal document or form.
The purpose of leaving a legacy is to provide guidance on how one’s estate and values should be managed and distributed after their passing.
Information that must be reported includes personal details of the individual, a list of assets, instructions for distribution, and contact information for beneficiaries.
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