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A Step-by-Step Guide for Donors Setting Up a Planned Gift

By  Eden Stiffman
February 27, 2015

This series of documents, which can be shared in person or sent by mail or electronically, serves as a step-by-step guide to creating an estate plan and making a planned gift to the Ocean Conservancy. The organization provides these materials to donors who have expressed an interest in making a planned gift.

The packet has six parts, beginning with a quiz that encourages donors to consider their estate plans and ending with a worksheet that helps donors evaluate their assets before meeting with a financial adviser.

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This series of documents, which can be shared in person or sent by mail or electronically, serves as a step-by-step guide to creating an estate plan and making a planned gift to the Ocean Conservancy. The organization provides these materials to donors who have expressed an interest in making a planned gift.

The packet has six parts, beginning with a quiz that encourages donors to consider their estate plans and ending with a worksheet that helps donors evaluate their assets before meeting with a financial adviser.

It also includes sample bequest language, including the Ocean Conservancy’s tax ID number, which donors can share with their lawyer and other advisers who help them draft their wills.

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  • A Step-by-Step Guide for Donors Setting Up a Planned Gift
Read other items in this Getting Started With Planned Gifts package.
We welcome your thoughts and questions about this article. Please email the editors or submit a letter for publication.
Communications and MarketingFundraising from IndividualsMajor-Gift FundraisingAdvocacy
Eden Stiffman
Eden Stiffman is a Chronicle senior writer.
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