Information for Professional Advisors
Every day, your profession allows you to help people secure their family’s financial future. LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley offers you the opportunity to make this work even more rewarding. Today, you can help us by talking to your clients about charitable planning, thus helping to improve life in the San Antonio area for generations to come.
Please take a moment to read through the following pages and learn how you can incorporate our work into yours.
Specific LEAVE A LEGACY® Actions You Can Take To Make Your Work More Rewarding
- Familiarize yourself, your office partners and staff with the LEAVE A LEGACY® program.
- Run a series of articles about LEAVE A LEGACY® in any newsletters or regular communication you have with clients. Include any testimonials from your clients about their giving.
- Mail LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley brochures to your clients with a personally signed cover letter.
- Use the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley logo in all materials about gift planning.
- Add a line asking about interest in charitable giving to any estate planning questionnaire or survey.
- Prepare a template letter of response to promptly respond to any inquiries, along with a packet of information. Set aside time to follow up.
- Assist in gathering data to help assess community-wide LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley’s effectiveness in changing behavior.
- Share the LEAVE A LEGACY® concept with your family and friends.
- Join a LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley committee and help us raise community awareness.
- Serve on a charitable board or gift planning committee to assist charities in securing donations.
- Consider making your own legacy gift to the charities of your choice.