Great Resources from Kathryn Miree

Anybody in the planned giving world needs to visit Kathryn Miree's website at www.kathrynmireeandassociates[dot]com.  Go to the Resources Library and you will find a wealth of free information including articles, sample forms, and links to other good sites. 

Kathryn is a member of our Tocqueville Society and the Tocqueville Legacy Circle.  She is a part Board Chair and Chair of the Legacy Cabinet.  

Hope you enjoy(ed) your Memorial Day Weekend.

UWCA Forms

These are a couple of the donor templates we are using currently.  Believe me they change frequently, so we try to keep them flexible.  I'm uploading PDFs for space reasons and because I can link to them on Google Drive.  If you want the MS Office files, email me. 

If you click on the form name below, it should take you to the PDF on Google Drive.

Donor Agreement for Insurance Policies.  One of the things we learned on this form was not to refer to it as a Donor Agreement Form, because if you abbreviate the name, you get DAF which is also a Donor Advised Fund and the accountants complain.

TLC Commitment.  Our objective here was to keep things as simple as possible.  It has worked well and donors are more likely to give us the details we need if there is not alot of other information that needs to be filled out.

I am ALWAYS looking for better forms, so send me yours.

David

Some Great UWW Resources

Obviously if we are going to talk about planned giving resources for local United Way's, we have to list UW Online - not just because they are the mother ship, but because you are going to find some great tools and ideas there. 

They have greatly improved United Way Online in recent months and the site is much easier to navigate.  Go to "Resource and Tools", "Give", and then click on "Endowment and Gift Planning Service Center."  It's well worth the time you can spend exploring the different topics and resources.

I was looking at other planned giving websites the other day and came across The University of Texas and their planned giving website at www.gftpln.org/Home.do?orgId=450.  Their planned giving website is by Crescendo (who I will talk about tomorrow), but what caught my eye was the Resources section on the right side.  Take a look at their Sample Language and Forms, Estate Intention Letter, and Gift Planning Guide.  These are definitely ideas worth borrowing.

More tomorrow.