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Setting up Legacy Fund sand Endowments*** A Workbook to Help Your Congregation Develop Policies & Procedures For use in congregations and ministries within The Presbyterian Church in CanadaTable of
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Identify the purpose and goals of the legacy society.
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Nonprofit organizations looking to establish long-term support and relationships with donors.
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Creating a legacy society involves establishing a group or organization to receive donations or support for a specific cause or purpose, typically through planned giving or bequests.
Non-profit organizations or individuals looking to establish a legacy society are required to file the necessary paperwork with the appropriate authorities.
To fill out creating a legacy society, one must first establish the goals and purpose of the society, create a formal plan for gathering support and donations, and file any necessary legal paperwork with the authorities.
The purpose of creating a legacy society is to ensure the long-term viability and sustainability of a cause or organization by securing ongoing financial support through planned giving or bequests.
Information that must be reported on creating a legacy society includes the name and purpose of the society, details of any planned giving programs, financial information, and any legal documentation related to the establishment of the society.
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