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14 steps to start benefiting from North Coast Legacy right away 1. Invite a speaker to address your Board about North Coast Legacy . 2. Have your Board endorse the program and sign up your organization to become a partner with North Coast Legacy . 3. Link your web site to ours. 4. Place an article about North Coast Legacy in your newsletter and regularly mention planned giving in publications. Testimonials of current donors, or composite stories of planned gifts or bequests are good stories. Use the North Coast Legacy logo in your newsletter and all materials about gift planning. 5. Personalize the North Coast Legacy brochures with your own logo and name. 6. Mail North Coast Legacy brochures to your closest supporters with a cover letter personally signed by the executive director or board president. 7. Invite supporters to a presentation and invite someone from the speaker’s bureau to talk about planned giving. 8. Use the North Coast Legacy logo on all planned giving materials. 9. Educate and alert your staff (particularly anyone who answers the phones) about North Coast Legacy and your participation. 10. Add a line where individuals can express interest in gift planning information in every campaign or survey you conduct. 11. Carefully think through your prompt response to any North Coast Legacy inquiries, and develop a letter and simple packet of information. Set aside time to follow-up. 12. Involve your volunteer leadership to visit your organization with any interested donors. 13. Join the North Coast Legacy team and help raise community awareness. 14. Make your own legacy gift to the charities of your choice. Solicit your board members, staff, and key volunteers to make a legacy gift to your organization. FAQs | Site Map | Home | Contact Us |
