Understanding Great Options for Legacy Gift Giving - Webinar

2018 Legacy Webinar focused on the different types of Legacy giving vehicles available to donors

Arlene D. Schiff, National Director, LIFE & LEGACY
Wendy Arenson, Executive Director, Jewish Community Foundation Orange County, CA 


Build your confidence in securing new legacy commitments and moving donors to formalize their legacy gifts by understanding the different options donors can use to leave a legacy to your Camp.  

Here at the JCamp 180 Camp Legacy Program, we want to assure you that you are not expected to be a planned giving expert or act as a professional advisor. You should always encourage your legacy society members to consult their own financial advisors when thinking about making a meaningful after-life gift.  

That said, having a basic understanding of the variety of ways a donor can make sure their gift comes to fruition can be helpful in securing new legacy commitments as well as moving a donor from intent to a legally formalized gift. Additionally, we know you might be curious yourself to know what options exist. This webinar is an introduction to different giving vehicles. You’ll gain an appreciation for the many ways donors can think about their legacy giving options. 

The webinar covers the following topics: 

  • The most common ways donors leave a legacy 
  • The different commitments they can make
  • How to work with professional advisors
  • How to market different giving vehicles
Webinar Recording

Please find the recording of the "Understanding Great Options for Legacy Gift Giving" webinar below:


 

Webinar Resources

Sample 1-page Legacy Giving options document from the Jewish Community Foundation of Orange County

Sample Ways to Give Legacy Gifts document from East Bay

Sample Ways to Give Legacy Gifts document from Lehigh Valley

Sample Ways to Give Legacy Gifts document from Nashville

Sample Ways to Give Legacy Gifts document from New Mexico

Sample Ways to Give Legacy Gifts document from Sarasota-Manatee