Greg Lassonde: Legacy Giving Specialist. Helping build endowment through legacy gifts

Free Handouts

The following documents are available for your use (by attribution in public settings please). You may borrow language from sample letters and forms for your organization.

		Turning Myths Into Gifts: 10 simple “do’s” and “don’ts” for a powerfully effective legacy giving program (this is the full version). A shorter and shortest version and a PowerPoint slide show as pdf are also available; an epub is upcoming.
		Survey Interview Questions for Potential Planned Giving Program
		Bequest Inquiry Response Letter
		Legacy Society Description Attachment
		Bequest Language Attachment
		Legacy Society Welcome Letter
		Legacy Society Membership Form Attachment
		Planned Giving Committee / Professional Advisor Committee Job Descriptions
		Brochure Sample