Print Page  |  Contact Us  |  Sign In  |  Register
eNewsletters/ Resources
Share |

Leave A Legacy® York County

 

Summer 2018 e-Newsletter

Spring 2018 e-Newsletter

December 2017 e-Newsletter

Fall 2017 e-Newsletter

Summer 2017 e-Newsletter

Spring 2017 e-Newsletter

December 2016 e-Newsletter

Summer 2016 e-Newsletter

 

Resources

Monthly Marketing Tips

September 2018

1.       Post one of the videos made available to you via Leave A Legacy on your website, Facebook page, and/or as a link in an upcoming e-newsletter.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Videos” folder.

c.       Select the first video – 15-second video featuring Sharon Foust.

d.       Add this narrative to your post:  #LeaveYourLegacy for years to come at ((Name of your organization)).  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Consider hosting an informational session on planned giving for your benefactors.

Continue to watch for a new set of tips to be sent to you each month.  If you have any questions on this email, please feel free to contact Kendall Menzer at kendall.menzer@yorkbar.com , or a member of the Leave A Legacy® Marketing Committee. 

August 2018

1.       Post one of the ads made available to you via Leave A Legacy on your Facebook page.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open “Facebook” folder.

c.       Open “Shareable Images” folder.

d.       Select the third ad – Lisa Kane.

e.       Add this narrative to your post:  Strengthen your community.  Talk to us about how you can  #LeaveYourLegacy to (Name of your organization).  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       If you have a planned giving society, host a thank you event for your members.

3.       Commit to attending the September 6th Leave a Legacy Lunch and Learn on donor-advised funds.  RSVP to lalyork@yorkbar.com

July 2018

1.       Confirm that the lobbies, hallways, and waiting areas of your organization have updated Leave A Legacy brochures in them.  You can also personalize this print material by contacting Kendall Menzer at kendall.menzer@yorkbar.com

2.       Create and send a planned giving reminder flyer to educate/motive your board members.  Have they personally committed to having your organization in their will?  Have they talked about planned giving to their friends?

3.       Commit to attending the next Leave A Legacy lunch and learn.  Information about this opportunity will soon be posted, so stay tuned!

June 2018

1.       Post one of the videos made available to you via Leave A Legacy® on your website, Facebook page, and/or as a link in an upcoming e-newsletter.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Videos” folder.

c.       Select the first video – 15-second video featuring Sharon Foust.

d.       Add this narrative to your post:  Be the person who drives change at ((Name of your organization)) even after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Consider updating your Facebook profile image to a Leave A Legacy® image for the month.

3.       Commit to attending a webinar on planned giving.  Check out:  https://bloomerang.co/resources.

 

May 2018

1.       Be sure to solicit personalized testimonial from a giving society member of your organization.  Then, use it, as appropriate, in your marketing materials.

2.       Check to make sure that you use bequest language in your electronic and printed newsletters.

3.       Commit to attending the next Leave A Legacy lunch and learn program.  Information regarding the date/topic will soon be made available.

 

April 2018

1.       Post one of the ads made available to you via Leave A Legacy on your Facebook page.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Facebook” folder.

c.       Open the “Shareable Images” folder.

d.       Select the first ad – Diana Weaver.

e.       Add this narrative to your post:  What steps have you taken to #LeaveYourLegacy?  Pledge today to #LeaveYourLegacy to ((Name of your organization)) long after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Send reminder information to all your benefactors 70 ½ years or older about the IRA Rollover.

 

March 2018:

1.       Post one of the videos made available to you via Leave A Legacy on your website, Facebook page, and/or as a link in an upcoming e-newsletter.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Videos” folder.

c.       Select the second video – 15-second video featuring Linda Kane.

d.       Add this narrative to your post:  Be the person who drives change at ((Name of your organization)) even after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Share and story or testimonial of a new planned giving society member in your newsletter and then add it to your website.

3.       Commit to attending the next Leave A Legacy lunch and learn program.  The next one, Breaching the Social Media Barrier, is April 10. Information has been sent to all partners but you can find a link on our website if need another copy.

 

February 2018:

1.       Post one of the ads made available to you via Leave A Legacy on your Facebook page.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Facebook” folder.

c.       Open the “Shareable Images” folder.

d.       Select the fourth ad – Sharon Foust.

e.       Add this narrative to your post:  We depend on gifts from people like you to keep us strong for future generations.  Do you believe in the work that we do?  Pledge to #LeaveYourLegacy, to support ((Name of your organization)) long after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Check to see that bequest language is included, as appropriate, on client admittance and discharge documents for your organization.

3.       In addition to the trainings conducted by Leave A Legacy® York County, check out the following website for resources:  www.plannedgiving.com.  Also, consider signing up for Planned Giving’s quarterly newsletters, titled “planned giving tomorrow”.  To do so, email your name, place of employment, job title, email address, physical address and phone number to Amra Leckerman at:  amra@plannedgiving.com

 

January 2018:

1.       Post one of the videos made available to you via Leave A Legacy on your website, Facebook page, and/or as a link in an upcoming e-newsletter.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open the “Videos” folder.

c.       Select the third video – 60-second video featuring Diane Baker.

d.       Add this narrative to your post:  You – yes, you – can support ((Name of your organization)) long after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       Confirm that information about planned giving is on all of your marketing materials – brochure, newsletter, social media, etc.

3.       Commit to attending the next Leave A Legacy lunch and learn program.  Information regarding the date/topic will soon be made available.

 

December 2017:

1.       Post one of the ads made available to you via Leave A Legacy on your Facebook page.

a.       Click on the following link:  http://bit.ly/LALDigital

b.       Open “Facebook” folder.

c.       Open “Shareable Images” folder.

d.       Select the second ad – Diane Baker.

e.       Add this narrative to your post:  Do you believe in the work that we do?  Pledge to #LeaveYourLegacy, to support ((Name of your organization)) long after your lifetime.  Learn more by contacting ((Name of your development contact)) at ((Organization phone number)).

2.       If you have a giving society, be sure to thank new members in your e-newsletter.

3.       In addition to the trainings conducted by Leave A Legacy® York County, consider supplementing them with other local trainings, such as those made available by the Susquehanna Valley Council of Charitable Gift Planners (www.svccgp.org). 

November 2017: 

1.        Confirm that the Leave a Legacy® logo is on your organization’s Facebook and LinkedIn company pages.

2.       Review your website.  Do you have a planned giving page?  If not, consider developing one.  If yes, does anything on it need updated?

3.       Ensure that your development staff have access to planned giving marketing materials. 

a.       If your organization does not have its own planned giving marketing materials, then take advantage of the free brochures available for Leave a Legacy® partners.  Also, consider speaking to Kendall Menzer as to how you might customize the brochure to highlight your organization.

b.       If your organization has its own materials, ensure that the Leave a Legacy® logo is present on each item.

4.       Commit to attending the Leave a Legacy® Lunch and Learn program being held on November 20th at 12pm.

 

 

Make a will while you are able by Brad Jacobs

Suggestions for Planning Charitable Gifts by Thomas M. Shorb, Esq.

Boost Your Income (and Make a Difference!) with a Charitable Gift Annuity                                    by:  Kevin J. Smith, CFP, CFA, ChFC

   Article from the Stanford Social Innovation Review 

 

Community Search
Sign In


Calendar
Latest News
Featured Members
Donald W. Dorr50 Year Member

Copyright © 2013. York County Bar Association and Bar Foundation of Pennsylvania, USA. All Rights Reserved