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LIFE-LEGACY-Tips-for-Initial-Board-Presentation 

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Tue September 01, 2026 11:36 AM

The document outlines a structured approach for presenting to a board regarding the LIFE & LEGACY® program, emphasizing the importance of legacy giving. It suggests starting the presentation by engaging board members in a discussion about their motivations for supporting the organization, followed by an overview of the program's benefits, including training and potential incentive grants for securing legacy commitments. The presentation should also clarify what constitutes a legacy commitment and encourage board members to formalize their intentions, reinforcing their leadership role in fostering a culture of giving within the organization.%0aAdditionally, the document advises on practical steps to facilitate the process, such as distributing a letter of intent and offering individual meetings to discuss personal legacy commitments. It stresses the significance of these commitments for the organization's sustainability and encourages board members to serve as role models. The conclusion emphasizes gratitude for their involvement and the importance of follow-up to ensure engagement in the initiative, ultimately aiming to secure the future of the organization through legacy giving.

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LIFE-LEGACY-Tips-for-Initial-Board-Presentation.pdf   193 KB   1 version
Uploaded - Tue September 01, 2026

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