Document Category: For Non-Profits
Is your organization ready to build a legacy program? Chances are, the answer is YES!
Successful legacy programs have many components in place to run smoothly—review this checklist to help develop your program.
Quick answers to frequently asked questions about legacy giving.
The rationale behind the Project, launched in 2011, was simple and compelling. For decades, the financial contributions of LGBT people have fueled our movement and built our community organizations. But contrary to popular belief, most LGBT organizations then—and even today—constantly struggled to raise money, including from individual donors.
The LGBTQ movement must have a strategy to identify the financial resources required to win and safeguard our rights and meet the needs of LGBTQ people–both today and for decades to come.
Sample commitment form for a donor when they have finalized their legacy gift through a will, completion of beneficiary forms, etc.
Sample letter for acknowledging a donor’s commitment of a legacy gift.
Sample form for a donor to complete to state their intent to leave a legacy gift. This can be customized for your organization’s needs, and you may choose to create an online version for donors to complete through your website.
Sample ways to make a legacy gift and a template of basic information for donors. Please note this is not provided as financial or legal advice and organizations will want to review preferred options with your board and finance team (or equivalent) to ensure your organization is equipped and willing to accept different types of legacy gifts.
Stewarding your legacy donors is an important step in your program. These tips may help you generate ideas that will help your legacy donors feel connected to your organization.
Three years ago, Robert Turner, a retired computer analyst in New Orleans, was diagnosed with Parkinson’s disease. So far, Turner, 63, only feels slightly stiff and a bit slower in his motion. “I tell my doctor I’m on the 20-year plan of surviving this,” he said.
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