A few months ago, William Rivas-Rivas (Director of Philanthropic Gifts at Animal Legal Defense Fund) posed the following question/challenge to the members of the Major and Planned Gift Marketers Group on LinkedIn:
“My organization has developed an estate planning guide and we’re looking for a title. Is Planned Giving Guide too awkward? Guide to Planned Giving too boring? I want to suggest using the word “Legacy” in the title. I’m looking for ideas. Should we avoid using words like estate (sounds too wealthy), legacy (sounds too “deadly”), and planned giving (too boring)?
It was a vibrant discussion. Lots of ideas were bounced around.
I thought you might be interested in seeing the list of titles the Group members delivered to help William. Here they are:
A Guide to Creating Your Estate Plan (Greg Lassonde, Legacy Giving Specialist/Consultant)
What will your legacy be? It’s your choice! (Sharon Wangman, Major Donor and Bequest Manager at St.Vincent de Paul Society)
Guide to Giving (Greg Vranicar, Planned Giving Director at Diocese of Kansas City-St. Joseph)
Guide to Planning Your Gift: Creating Your Personal Legacy (Theresa Nagle, Gift and Legacy Planning Professional)
A Guide to Philanthropic Giving (Michael Rankin, Certified Financial Planner™, Private Wealth Advisor at Integrated Financial Partners)
Telling Your Story (Charles O’Neil, Charitable Gift Planning Advisor at the QEII Health Sciences Centre Foundation)
My Enduring Legacy Planning Kit (Gary Pratt, Planned Giving Officer for Roman Catholic Archdiocese of Kansas City in Kansas and the Catholic Foundation of NE Kansas)
You can join the Major and Planned Gift Marketers Group on LinkedIn too. It’s free!
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