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For Profit Advisors Frequently Asked Questions

What is Leave A Legacy®?

Leave A Legacy® is a national effort to inspire people from all walks of life and income levels to think beyond their lifespan when doing good works. Through increased public awareness of charitable estate giving, Leave A Legacy® encourages greater philanthropic support for the non-profit organizations supporting the communities that we share.

Why are planned gifts and endowment funds important to a charity?

Endowments provide long-term financial health to a non-profit, and planned gifts are the most common way to build an endowment.

What is a Leave a Legacy® Professional Advisor Partner?

Creating a personal legacy, no matter what size, can make a difference in our community. You are strategically positioned to help your clients become excited and educated about charitable planning. Leave A Legacy® Advisor Partners work with us to find new and exciting ways to tell your clients about charitable planning.

How does it work?

We have designed the program to encourage people to seek the help of a qualified professional advisor when developing their charitable plans. In addition, we encourage planners to introduce the option of charitable giving by sharing a copy of the Leave A Legacy® brochure with their clients.

How can I participate in Leave a Legacy®?

If you’ve not already done so, please return the Participation Agreement as soon as possible. You will receive a welcome packet and CD-Rom with the necessary information to begin. Other suggestions include:

  • Familiarize yourself, your office partners, and staff with the Leave a Legacy® program, including resources available on our web site.
  • Include a question(s) about charitable giving in your estate planning survey. Utilize that sample advertisements in your newsletters, etc., and include any testimonials from your clients who make charitable estate gifts.
  • Utilize the Leave a Legacy® logo in all materials about gift planning.
  • Locate or prepare a template response letter for client inquiries. Engage clients.
  • Show the inspirational Leave a Legacy® video/CD to interested parties.
  • Join the Colorado Planned Giving Roundtable and participate in its programs.
  • Share Leave a Legacy® program with family and friends where you play or pray.
  • Join the Leave A Legacy® committee and help raise community awareness!

Click here to view our Partnership Agreement (74k PDF file).