Planned Giving Council of San Antonio

San Antonio's Non-Profit Resource

Information for Nonprofits

List of participating nonprofits

Nonprofit Registration Form

How to become a nonprofit partner.

Welcome to LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley. Because we want to ensure that your nonprofit organization can continue the worthwhile work it does for decades to come, we've created this section of our Web site just for you.

Please take a minute to look through the following pages. In order to save you time, we've put together some ideas you can use to make LEAVE A LEGACY® work even better for you. There are also forms you can use to sign up as a partner or you can request a speaker.

Specific Benefits for LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley Nonprofit Partners

• Use of LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley brochures.
• Copy of the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley video.
• Access to a Speaker's Bureau; organization's officers on speaker's bureau, if desired.
• Use of the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley logo for your printed materials.
• Your organization's name in the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley marketing materials.
• Invitations to area LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley public events and activities.
• Increased community recognition for your organization.
• Access to a variety of professionals with gift planning expertise.

13 Ways Your Nonprofit Organization Can Benefit Right Away from LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley

1. Invite a speaker to address your board members or staff about LEAVE A LEGACY®.
2. Seek Board endorsement and then become a LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley partner, taking advantage of the benefits of partnership.
3. Run articles and stories about planned giving in general and about Leave A Legacy® specifically in any newsletters or regular communication you send out. Include testimonials from your donors about their giving.
4. Personalize the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley brochures (which you will receive as a Partner) with your own logo, name and contact information and mail them to your closest supporters with a cover letter personally signed by your executive director or Board president.
5. Use the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley logo (which you will receive as a Partner) on all materials about planned giving.
6. Invite your supporters and donors to a presentation about planned giving, inviting someone from the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley's Speaker's Bureau to make the presentation.
7. Add a line where individuals can express interest in gift planning information in every campaign or survey you conduct.
8. Educate your staff, especially those who answer the phones, about LEAVE A LEGACY® and your participation.
9. Carefully think through your prompt response to any LEAVE A LEGACY®® inquiries and develop a letter and simple packet of information. Set aside time to follow up.
10. Show the inspirational LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley video to interested parties. (The video is a part of your partnership package.)
11. Involve your volunteer leadership by asking them to introduce your organization to any interested donors.
12. Share the LEAVE A LEGACY® concept with your family and friends.
13. Join a LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley committee and help us raise community awareness.

Ways Your Organization Can Participate in LEAVE A LEGACY®

Consider the many ways you can choose to put LEAVE A LEGACY® in action for your organization!

Getting the board on board . . .

• Invite a speaker (from our trained Speakers' Bureau) to address your board and/or staff about LEAVE A LEGACY®.
• Get board endorsement of the project and your organization's participation.

Getting your organization ready . . .

• Educate and alert your staff about LEAVE A LEGACY® and your participation in it, particularly those answering phones. Make sure everyone in your organization knows your legal name.
• Be prepared to respond promptly about any LEAVE A LEGACY® inquiries from the public.
• Develop a letter and simple packet of information. Set aside time to follow-up.
• Involve your volunteer leadership in visiting with any interested donors.
• Join your local LEAVE A LEGACY® team and help raise community awareness!

Getting the word out . . .

• Run a series of articles in your newsletter (we'll even provide samples) about LEAVE A LEGACY® and planned giving in general. Include any testimonials from your donors about their giving.
• In every issue of your newsletter, make sure to include a small box with your full legal name and a simple statement about legacy donations.
• Personalize the free LEAVE A LEGACY® brochures with your own logo or name.
• Mail LEAVE A LEGACY® brochures to your closest supporters with a cover letter personally signed by your Executive Director or Board President.
• Invite supporters to a presentation about planned giving with one of our speakers.
• Tell us your web site - we will link to it when the LAL web site is up.
• Use the LEAVE A LEGACY® logo in all materials about gift planning.
• Ask about interest in gift planning information in all appropriate publications.

Leading by example - getting with it . . .

Put LEAVE A LEGACY® ideas to work in your personal life. Do you have a will?

10 General Actions That Can Generate Legacy Donations

1. In every issue of your newsletter, make sure to include a small box with your organization's full legal name and a simple statement about legacy donations.
2. Adopt a gift acceptance policy that addresses donations other than outright cash.
3. Set up an endowment fund if you do not already have one, with an expectation that any legacy gifts will be placed there. Or, create a relationship with a local community foundation.
4. Establish goals for your endowment fund, based on anticipated needs over the next 10-20+ years.
5. Network with nonprofit and professional advisors in your community to learn more about gift planning.
6. Set up or re-evaluate your financial investment policy.
7. Consider making your own legacy gift to the charities of your choice.
8. Set up a committee to meet with your closest supporters and share your plans.
9. Set up a recognition process including such items as a heritage society, plaque in the lobby, and/or annual listing in your newsletter or annual report.
10. Hire a planned giving consultant for a year or two to help you get started.