Partnership for Philanthropic Planning San Antonio

San Antonio's Nonprofit 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

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 . . .

Getting your organization ready . . .

Getting the word out . . .

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.

Speaker's Bureau

Speakers from LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley are available to speak to your group or company about the LEAVE A LEGACY® program and various aspects of charitable planned giving.

To find out more or to schedule a speaker, please contact:

Jerry H. Crockett, CSA

Investments and Financial Planning

210/402-3966

210/490-7926

jcrockett@htk.com

Apply for Membership

The Partnership for Philanthropic Planning San Antonio is a dynamic group of non-profit planned giving professionals from academic, health care, religious, social and cultural institutions working with a variety of allied professionals including attorneys, accountants, trust officers, financial planners, insurance representatives and planned giving consultants.

While joint membership in the PPPSA and the Partnership for Philanthropic Planning is encouraged, non-profit and allied professionals may join only the PPPSA and receive all the benefits of the local organization.

If you have questions about PPPSA membership, contact Vice President/Membership David Boggan.

Join (Leave PPPSA and go to PPP national website)

Download and read the Partnership for Philanthropic Planning San Antonio's Bylaws

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