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UHF_LegacyCircle_Brochure_F.pdf2202105252:46 PMH ow the Legacy Circle WorksCMYCMMYCYCMYKWhen philanthropy is connected to estate planning, it becomes Legacy Giving. You can choose an income generating
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How to fill out legacy giving a conversation

01
Start by introducing the topic of legacy giving in a respectful and sensitive manner.
02
Ask open-ended questions to understand the donor's values, passions, and philanthropic goals.
03
Provide information on different legacy giving options, such as bequests, charitable gift annuities, and charitable remainder trusts.
04
Offer personalized guidance on the steps involved in setting up a legacy gift, including legal and financial considerations.
05
Follow up with the donor to address any questions or concerns and ensure the conversation ends on a positive note.

Who needs legacy giving a conversation?

01
Individuals who are passionate about supporting causes they care about.
02
Donors who want to leave a lasting impact and create a meaningful legacy.
03
Nonprofit organizations looking to engage donors in long-term giving opportunities.
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Legacy giving a conversation refers to discussing and planning for donations or inheritances that will benefit future generations or charitable organizations.
Anyone who is planning to leave a legacy gift or donation is required to participate in a legacy giving conversation.
To fill out a legacy giving conversation, individuals should discuss their wishes for their legacy gifts with a financial advisor, attorney, or charitable organization.
The purpose of a legacy giving conversation is to ensure that an individual's wishes for their inheritance or donations are clearly communicated and carried out after their passing.
The information reported on a legacy giving conversation may include details about the individual's assets, beneficiaries, and specific instructions for how their legacy gifts should be distributed.
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