LEAVE A LEGACY WNY

Partner Organization and Contact Information

Partner Name (Organization Name)

Prefix

Contact First Name

Contact Last Name

Suffix (e.g. Jr., III, etc.)

Edu. (e.g. CPA, Esq., etc.)

Contact Title (e.g. Job Title)

Contact Company
(Note: Contact Company is usually the same as Partner Name, above)

Address

City

State

ZIP Code

Phone

Phone Ext.

Fax

E-Mail

Website URL

Partnership Term

The current partnership term ends 12/31/2009.

Please Indicate How You Wish To Participate

Our company/firm endorses the LEAVE A LEGACY^® initiative. We will participate in the following ways: (Please check all that apply; The first option is required.)

Methods of Participation

Participate in surveys designed to measure the impact of LEAVE A LEGACY^®

Attend a LEAVE A LEGACY^® training session on incorporating charitable giving in the estate planning process

Promote the LEAVE A LEGACY^® concept in newsletters and other communications

Display LEAVE A LEGACY^® materials in communal area for clients and associates

Staff the working committees of LEAVE A LEGACY^®

Use the LEAVE A LEGACY^® logo on materials about gift planning

Link our organization's web site to the LEAVE A LEGACY^® campaign website

Financial Support

Support LEAVE A LEGACY^® through an annual membership fee.

Subscribe to E-Mail List?

Subscribe?

Additional Information & Comments

Professional Advisors

Professional Advisors - Partner Registration Form


Home About Us Steering Committee WNY Planned Giving Consortium History Newsroom E-Mail List Links Share Your Story Individuals Frequently Asked Questions How To Leave a Legacy Top 10 Things you can do to Leave a Legacy Not for Profits Ten General Actions That Can Generate Legacy Donations List of Non Profit Partners Non Profit Forms Professional Advisors Model Standards of Practice for the Charitable Gift Giver List of Professional Advisor Partners Professional Advisor Forms Events Contact Us
Professional Advisors Model Standards of Practice for the Charitable Gift Giver List of Professional Advisor Partners Professional Advisor Forms Professional Advisors - Partner Registration Form Partner Organization and Contact Information Partner Name (Organization Name) Prefix Contact First Name Contact Last Name Suffix (e.g. Jr., III, etc.) Edu. (e.g. CPA, Esq., etc.) Contact Title (e.g. Job Title) Contact Company (Note: Contact Company is usually the same as Partner Name, above) Address City State ZIP Code Phone Phone Ext. Fax E-Mail Website URL Type of Organization Funding Partner Accounting/CPA Financial Planning Banking Insurace Brokerage Law Consulting Other (Specify Below) Partnership Term The current partnership term ends 12/31/2009. Please Indicate How You Wish To Participate Our company/firm endorses the LEAVE A LEGACY^® initiative. We will participate in the following ways: (Please check all that apply; The first option is required.) Methods of Participation Participate in surveys designed to measure the impact of LEAVE A LEGACY^® Attend a LEAVE A LEGACY^® training session on incorporating charitable giving in the estate planning process Promote the LEAVE A LEGACY^® concept in newsletters and other communications Display LEAVE A LEGACY^® materials in communal area for clients and associates Staff the working committees of LEAVE A LEGACY^® Use the LEAVE A LEGACY^® logo on materials about gift planning Link our organization's web site to the LEAVE A LEGACY^® campaign website Financial Support Support LEAVE A LEGACY^® through an annual membership fee. Suggested Levels of Support $100 for individuals $250 for small firms $500 for mid-size firms $1,000 for larger firms Other (Please Specify Below) Subscribe to E-Mail List? Subscribe? Additional Information & Comments


LEAVE A LEGACY^® WESTERN NEW YORK P.O. Box 1885 Buffalo, NY 14225 (716) 879-0944 Phone (716) 668-7805 Fax Info@LeaveALegacyWNY.org