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Does your OLLI promote legacy giving as part of your fundraising plan?

Posted on September 21st, 2011 by Anne Cardale, OLLI National Resource Center

Does your OLLI promote legacy giving as part of your fundraising plan? If so, do you have a legacy brochure or other materials you use to promote this manner of giving that you are willing to share?  If so, please email them as attachments to

4 Responses to “Does your OLLI promote legacy giving as part of your fundraising plan?”

  1. #1 by: Susan Morrow

    We do promote legacy giving but have been doing it primarily through our Newsletter and a little when we make our annual appeal for support. I have been including short articles on methods of including OLLI in ones estate plans using material we have on the Usm planned giving website area. we also, when interest is shown “lead” people to the site for further info and offer a meeting to discuss their interest and answer questions when appropriate. We have three members we are aware of who have included our OLLI in their estate plans.
    I know that PennState has great planned giving area on their development /giving website and you may want to utilize some of their concepts and materials as well.
    I hope this answers your question.
    Dick Sturgeon
    Advisory Board Chair
    OLLI at the University of Southern Maine

  2. OLLI at UNLV currently does not do too much in the way of planned giving, however this is one of our goals for the coming year. We are working with the UNLV Foundation, and some of their staff people. We are going to have them come and give a talk in the next few months. I will keep you posted on how it goes.

  3. OLLI at SOU is just kicking off our Legacy Fund Drive in November. Our brochure and “Ask Me About Our Legacy Fund” buttons are printed and we are working out details with the SOU Foundation at this time. This effort has taken us a while to get initiated, but we are well on our way now.

  4. At the University of Pittsburgh our OLLI has been working with the Office of Institutional Advancement for several years to present estate planning seminars each fall and spring. They provide the speaker (usually an attorney not associated with the University) and refreshments, and each seminar focuses on a specific aspect of estate planning. Information about making a charitable bequest is always included in the program packet. IA also helped me write a letter which they sent out with their planned giving materials to all our members, and they provided copy for a notice about including OLLI in an estate plan that we place in each term’s course catalog.

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