Unit 6: Bequests
Section outline
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This is the heart of our Toolkit. If you have no time to explore everything on offer, just take a few minutes to look at the resources in this section.
You'll discover the ingredients to get started, find a step-by-step chart on processing gifts, see downloadable templates you can adapt for your situation, and find tips and resources from around the world on such topics as estate administration, legacy societies and recent bequest research.
Please note you do not need to have to have all the ideal pieces in place in order to start a simple legacy program. For instance, we are working with several organizations right now through our Mentorship Program who have successfully implemented a basic program with a minimum of resources. See the list of resources, tips and templates below to see how you can jumpstart your legacy work today:
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