Resource Library
The LGBTQ+ Index data presented in this report are designed to provide philanthropy scholars and practitioners, policymakers, and the public with a deeper understanding of LGBTQ+ organizations, particularly the amount of charitable giving they receive from individuals, foundations, and corporations.
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.
Discusses the possible benefits of qualified charitable distributions from IRAs
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.
While written for residents of LA, this guide offers a number of considerations for LGBTQ individuals in considering end of life and estate plans.
Three years ago, Robert Turner, a retired computer analyst in New Orleans, was diagnosed with Parkinson’sdisease. So far, Turner, 63, only feels slightly stiff and a bit slower in his motion. “I tell my doctor I’m on the20-year plan of surviving this,” he said.
Retirees can now earn money for life by giving some of their IRA savings to charity.
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