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Create a Lasting Legacy through Planned Giving and Legacy Gifts

One of the simplest and most common ways to leave a lasting legacy is by leaving a planned gift. During this webinar, we review the many vehicles for leaving a lasting legacy, including Bequests, Charitable Gift Annuities, Life Income Gifts, and Donor Advised Funds. We also spend some time reviewing the most important pieces for your planned giving program. Help your donors understand how they can support the work that you do long into the future to create a lasting legacy.

Contact: Katie Davis, TREC

Related Resources

Legacy Giving FAQ Sheet | Template

Having a short document with commonly asked questions about legacy giving to share with prospects and financial advisors is one of the most important things you can do to promote your legacy giving program. This one piece will give people all of the information they need to move forward in making a high-value legacy gift to your worthy cause.

Legacy Giving During the Time of COVID

If you have been wondering whether it’s a good, or even appropriate, time to talk to your donors about legacy giving, the answer is YES! This brief resource offers advice and tips from TREC's Fund Development team on building and strengthening your legacy giving program during the current COVID-19 pandemic.

Background Image: American Rivers | Scott Bosse

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