Serving Bucks, Chester, Delaware, Montgomery and Philadelphia counties in Pennsylvania, the State of Delaware and Southern New Jersey.
Why Participate in
LEAVE A LEGACY®?
For the future.
It is the vision of
LEAVE A LEGACY® Greater Philadelphia that “every
person in the Greater Philadelphia area will include a charitable
gift in his or her will.” Every Will can include a charity.
We believe that estate planning professionals have an obligation
to open the topic of charitable giving in every estate planning
conversation.
Why raise the possibility of a charitable bequest?
Each person at some point asks “what is the purpose of my life?” This is the kernel that opens the reflection of what is meaningful in life. “Is there a charity whose service I want to perpetuate when I am no longer here?”
The LEAVE A LEGACY®
of Greater Philadelphia program would like each estate planning
professional to raise these questions with their clients.
How can estate planners and development officers work together?
Because of the special skills and services of professional financial advisors, development officers often need our help to implement their donors’ plans. We need to cultivate that relationship with development officers and work closely together because of our mutual understanding of the role and need of charities.
How can professional
advisors participate in the LEAVE A LEGACY® program?
Participation in the
LEAVE A LEGACY® of Greater Philadelphia program
is a member benefit of the Planned Giving Council of Greater
Philadelphia.
As a professional advisor your name, company name and contact information will be listed on the leave a legacy portion of the Planned Giving Council of Greater Philadelphia web site.