Leave A Legacy/Write A Will Participation Information

Your participation in the 2011 annual community wide Leave A Legacy program proved to be a tremendous success.  We invite you to plan for your participation for the 2012 initiative.  Enclosed please find the following materials:

·       An electronic version of the 2011 insert as distributed to 100,000 households

16 Page Newspaper Insert:
File 1 of 3
File 2 of 3
File 3 of 3

·       Planned Giving Roundtable sponsoring organization invitation to participate in the 2012 insert at a 20% discount (please submit ASAP)

PGRTSA 2011 Sponsorship Invoice
Sponsor letter

Who Should Consider Participation?

·       Lawyers, CPA’s and Wealth Managers as individuals or as a firm that participate in estate planning, wealth management and charitable gift planning

·       Non-profit organizations encouraging planned and major gifts to donors and prospects in the Southern Arizona community

2011 Statistics – Why you should participate

March 2011 was a particularly successful year. In the reports submitted by our nonprofit partners, 39 nonprofit organizations hosted a Write A Will workshop from which 1,066 local citizens attended; an increase of 72% over the prior year.

National Public Awareness Campaign with Local Participation

The Leave A Legacy program, supported by the Planned Giving Roundtable, sponsors the annual “Write A Will” month every March. Our mission is to educate the community about planned giving and the importance of creating a will or trust. Southern Arizona nonprofit organizations host free public workshops assisting with the planning process of a will, highlighting current law changes as well as introducing leaving a legacy to a charity of their choice.

Special Thanks…

Thank you to the Planned Giving Roundtable of Southern Arizona board and marketing committee with the cooperation of the Center for Planned Giving staff and the Arizona Daily Star.  The Arizona Daily Star recognized the importance of the initiative and provided underwriting for an additional 50,000 copies of the insert.  Thank you to each and every professional advisor, non-profit staff and volunteer and over 1000 attendees!