Resource Hub

The 'Legacy Plan Guide' serves as a comprehensive resource for organizations aiming to establish a sustainable legacy plan that effectively engages loyal donors. It highlights the significance of developing a compelling case statement that showcases the organization's impact and emotional connection with donors, while outlining essential components such as management strategies, target audience lists, marketing plans, and stewardship plans to foster donor relationships and promote the legacy initiative.%0aThe guide also details the requirements for organizations involved in the LIFE & LEGACY program, emphasizing the need for annual updates, events, and donor recognition. Organizations are encouraged to set ambitious goals for securing Letters of Intent, with a minimum target of 18 per year, while an implementation checklist for Year 1 is provided to ensure clarity in tasks and responsibilities. This structured approach aims to enhance the long-term sustainability of organizations through effective legacy planning.

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