A thoughtful, well written legacy plan will ensure that each legacy team is working together toward a common goal with expectations and accountability clear from the start. Components include: a case statement, responsibilities of each member of the team, target prospects, marketing plan, stewardship plan, incentive grant goals and, an implementation checklist.
Here you will find Life & Legacy’s best examples of organizational case statements and legacy plans. In addition, there is information on organizational policies and procedures and information on sustaining your legacy initiative in perpetuity.