Purpose: To manage Estate Planning and the Legacy Circle program as an integral part of overall shelter fundraising efforts. The Legacy Circle is an honorary program consisting of individuals who have indicated a desire to bequeath monies to C.A.R.E. as a part of their overall estate plans.
Maintain promotional materials to publicize the program and provide recognition to those individuals who have left monies to C.A.R.E. in their estate plans
Proactively engage with individuals, legal representatives, organizations and other entities to actively promote the program and to follow-up with current and potential donors to encourage their continued or future participation
Participate with other volunteers in an effort to publicize the program during outreach or other special events
Maintain an "open" file for those individuals who have indicated a desire to become a Legacy Circle member and maintain a "closed" file for those deceased members from whom funds from their estates were subsequently received by C.A.R.E.
Maintain a follow-up file for current contact information on potential members and periodically check with these potential members until they decide on participation
Honor those deceased Legacy Circle members by placing an engraved plate on the Legacy Circle plaque located in the reception area at C.A.R.E.
Good communication and listening skills
Ability and desire to actively promote the program and work with (usually) mature adults and/or their legal representatives, following up with possible/pending members to maintain their interest in becoming a member, and communicating with family/friends of deceased members to insure they are aware of the Legacy Circle plaque honoring their family member or friend
Ability to independently maintain administrative files in a current and organized fashion
Periodically review "Just-In-Case" pamphlet, updating/revising/printing as appropriate and maintain awareness of changes in IRS policies concerning tax consequences of estate gifts
Attend outreach or special events (as necessary) and periodically write articles for Critter Chronicles to publicize Legacy Circle
Distribute pamphlet to possible members or their representatives and then periodically follow-up to encourage their participation and maintain their interest
Upon interest by potential member, create "open file" with information on the potential donor and add their name to Legacy Circle along with those others who have expressed a desire to name C.A.R.E. as a recipient of monies in their estate planning documents
Upon notification of the distribution to C.A.R.E. of a portion of a member’s estate, have a plate engraved and mounted on the Legacy Circle plaque in the C.A.R.E. reception area. Then annotate the individual’s file as "closed" and file appropriately in the administrative files
- Public Speaking
- Financial Planning
Good Match For
Requirements & Commitment