Future Gift Planning

Legacy Giving FAQ

Legacy Giving Checklist

A Short Checklist

Important Document Checklist: Keep these documents secure and inform your executor(s) and/or power of attorney holders of their location.

Essential items include:

  • Maintain a comprehensive list of all bank accounts and their locations
  • Document your lawyer and financial planner’s contact information
  • Keep copies of life insurance policies, annuity agreements, and other financial instruments in a secure location
  • Store your current will and your estate lawyer’s complete contact details
  • Create a detailed list of all properties, real estate holdings, and other significant assets
  • Share pre-arranged funeral plans and funeral home contact information with your power of attorney holder or closest
    family member
  • Trust in your legacy planning decisions. Your assets represent a lifetime of work – ensure your distribution choices align with your values and wishes
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