PROFESSIONAL ADVISOR PARTICIPATION FORM
 June is LEAVE A LEGACYâ Connecticut Month

 

Note:

 

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LEAVE A LEGACY® CONNECTICUT is a statewide public awareness effort to promote charitable giving through wills and estate plans. We encourage people from all walks of life to have a will and consider leaving a bequest to charity, and provide them with information to facilitate the process.

Every day, professional advisors help individuals secure their family’s financial futures. Here is your opportunity to help LEAVE A LEGACY® in its efforts. Please review the list below and agree to participate in at least three (3) of the following ways: 

q     Be prepared to respond if my clients are interested in a charitable gift.

q     Inquire about interest in charitable giving in any estate-planning questionnaires sent out.

q     Introduce the LEAVE A LEGACY® CONNECTICUT to my colleagues and staff.*

q     Speak to a group about charitable planning.*

q     Include an article in my organization’s newsletter explaining LEAVE A LEGACY® CONNECTICUT and how readers can find out more about bequest giving.*

q     Make LEAVE A LEGACY® CONNECTICUT brochures available to my clients. (See reverse for brochure order form.)

q     Serve as a LEAVE A LEGACY® CONNECTICUT volunteer (seven regional committees in CT).

q     Serve on a charitable board or gift planning committee to assist charities.

q     Link to the LEAVE A LEGACY® website, www.leavealegacyct.org, from my organization’s website.

*Copy and printed material will be provided to you.

 

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Personal Profile

Name

 

Title

 

Business

 

 

 

 

 

Address

 

 

 

 

 

City

State

Zip Code

Phone

 

Fax

 

 

 

Email

 

 

 

 

 

Web Site http://

 

 

 

 

 



Experience

# of years of estate planning experience:           

Less than 5

 

5 to 10

 

over 10

 

Percentage of time devoted to planned giving/estate planning

 

 

%

Nonprofit involvement (board or volunteer)

 

 

Professional affiliations

 

 

 

 

 

 


By completing this form, you indicate your willingness to assist clients who contact you through LEAVE A LEGACY® efforts. 

Signature

 

Date

 

 

Please complete and fax this form to LEAVE A LEGACY® CONNECTICUT at 860.525.5088.

leave a legacy/advisors/Prof advisor participation form (c) 4-09-03


 

Ordering Brochures

Fax the entire participation form to the Planned Giving Group of Connecticut at (781) 647-7222.

Professional Advisors may order up to fifty (50) brochures at no cost. Those who want to order more than 50 are asked to contribute ten cents for each additional brochure to cover the cost of printing. An at-cost amount for mailing will also be added. Please complete the entire order form below. Orders of more than fifty brochures will be filled when payment is received. Thank you.

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LEAVE A LEGACY® CONNECTICUT Brochure Order Form
for Professional Advisors

 

We will need ______copies of the LEAVE A LEGACY® brochure. Spanish version: ______ copies

 

Name

 

 

 

 

 

 

 

Business

 

(Total # of brochures – 50)=

$

x .10 =

$

 

Street

 

SUBTOTAL

$

 

City/State/Zip

 

 

Add 6% CT Sales Tax

$

 

 

 

Phone

 
FAX

 

 

Postage & Handling

 

 

 

 

Email

 

 

TOTAL ENCLOSED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Send the completed order form and check or money order if applicable to:
 

LEAVE A LEGACY® CONNECTICUT
c/o Planned Giving Group of Connecticut
77 Rumford Ave., Suite 3B, Waltham, MA  02453
Ph:  (781)-647-7004   Fax: (781) 647-7222   Email: pggct@camihq.com   Web: http://www.leavealegacyct.org

 
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