Campaign to Increase Estate Planning

The Center for Community Innovation (CCI), in partnership with Leave A Legacy, and Salem Leadership Foundation, are launching a collaborative campaign to encourage more local residents to create wills and estate plans.

As a portion of this campaign  CCI, Leave a Legacy and Salem Leadership Foundation have worked together to create a “Nonprofit Estate Planning Toolkit“.  This easy to use toolkit is designed to provide you with resources at virtually no cost, with very little time commitment and will help you position your organization to benefit from estate gifts.  Below is a collection of some of the resources that can be found in the Estate Planning Toolkit.

If you, or your organization, are interested in learning more about this campaign, the Estate Planning Toolkit, or the benefits this campaign will bring to your organization we encourage you to .

 

Planned Giving Articles

What Happens If You Die Without a Will? -by Robert J. Saalfeld & Jeffrey G. Moore

Is it time to update my estate plan? – by Ryan Collier

Preserving Family Harmony After a Death – by Ryan Collier

Estate Planning Mistakes to Avoid– provided by W. Ray Sagner CFP

Charitable Intentions– by W. Ray Sagner CFP

How You Can Make Dreams Come True– by Kevin Johnson, Retriever Development Council

How Do You Want to Be Remembered– provided by Ron Kelemen, CFP

Leave It All To Your Children?– provided by Ron Kelemen, CFP

The Ideal Gift– provided by Ron Kelemen, CFP

Planning Opportunities for Those Over Age 70-provided by Ron Kelemen

(Please Note: these articles are place holders until we can build content.  If interested in using one, please contact the author for approval.)

Estate Planning Policies & Procedures Templates

Charitable Bequest Sample -courtesy of Leave a Legacy

Example Gift Acceptance Policy-courtesy of Leave a Legacy

Sample Bequest Language-courtesy of Leave a Legacy

Planned Giving Readiness Questionnaire

Planned Giving Readiness– by Cathy Mann, Frontier College