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The Legacy Newsletter A MESSAGE FROM THE EXECUTIVE DIRECTOR Welcome to the first edition of the Legacy Newsletter. You are receiving this newsletter because legacy giving is an important part of fundraising
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How to fill out legacy giving essentials how

01
Gather important information such as legal documents, assets, and beneficiaries.
02
Identify your goals and priorities for your legacy giving.
03
Consult with an attorney or financial advisor to create or update your will.
04
Consider setting up a trust or charitable foundation for long-term giving.
05
Communicate your plans with your loved ones to ensure your wishes are known.
06
Review and update your legacy giving plan regularly to accommodate any life changes.

Who needs legacy giving essentials how?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals who want to leave a lasting impact on charitable causes or organizations.
03
People who want to minimize estate taxes and maximize the benefits of their legacy giving.
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Legacy giving essentials refer to the foundational principles and practices involved in making donations through wills or estate plans, allowing individuals to leave a lasting impact on organizations or causes they care about.
Individuals or organizations facilitating legacy gifts, such as charities receiving bequests, typically need to file legacy giving essentials.
To fill out legacy giving essentials, individuals or organizations should provide detailed information about the donor's intention, the type of assets being gifted, and any required legal documentation.
The purpose of legacy giving essentials is to ensure that planned gifts are properly documented and can be effectively managed, ultimately supporting the sustainability of the receiving organization.
Information required includes donor details, the value of the gift, the type of gift (cash, assets, etc.), and specific instructions regarding the use of the funds.
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