Charitable Giving Voucher

Charitable Giving Voucher

Now that you know more about the LEAVE A LEGACY® Georgia program, it is our  sincere hope that you will consider taking the next steps. This voucher provides $100 off an estate plan that includes any charitable provisions, or a one-hour complimentary financial consultation to discuss your charitable  goals.

To redeem: First, we suggest that you ask your personal estate attorney or financial advisor to honor this voucher. Or for a list of participating  advisors in your area, click here.  While we hope  every advisor will honor this voucher at the maximum value, we have only asked  that each advisor make his or her best effort to participate in the program's spirit.

You agree: We ask that you agree to fax, or have your advisor fax, answers to the five questions below to (770) 433-4137. We do not need your name as  this information will only be used to measure the success of the program.

Please fill out the following  personal information completely.


This program made me think about charitable estate gifts in a new, more positive way.

   Yes    No

 

Because of this program, I have decided to name (number) charities as beneficiaries in my will or estate plan.

   Yes    No

 

I plan to tell the majority of the charities what I/we have done for them.

   Yes    No

 

This voucher prompted me to take action.

   Yes    No

 

I found the program materials  I reviewed to be very helpful in making a decision
(e.g., video, brochure, Web  site, etc.).

   Yes    No

 

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