Each donor who makes a planned gift to the Ocean Conservancy gets a thank-you phone call from Charlotte Meyer, the organization’s director of planned giving, followed by a welcome package that includes this form.
The form allows supporters to share how they’d like to be recognized as members of the Ocean Legacy Society, the nonprofit’s planned-giving donor group.
While some nonprofits ask for the gift’s value, you won’t see that on this form.
“It shouldn’t be the very first thing you ask people when they notify you,” says Phyllis Freedman, the planned-giving marketing consultant who helped the organization develop materials for people interested in leaving a gift.
We’re sorry. Something went wrong.
We are unable to fully display the content of this page.
The most likely cause of this is a content blocker on your computer or network. Please make sure your computer, VPN, or network allows javascript and allows content to be delivered from v144.philanthropy.com and chronicle.blueconic.net.
Once javascript and access to those URLs are allowed, please refresh this page. You may then be asked to log in, create an account if you don't already have one, or subscribe.
If you continue to experience issues, contact us at 202-466-1032 or help@chronicle.com