By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
This is a helpful form to give your planned giving donors to assist them with estate planning.
The Location of Assets Form includes two parts: 1) A page to list the location of all important financial and legal documents, and 2) A page to list the contact information for key advisors, relatives, and close friends.
View or Download Location of Assets Form
Following is a sample cover letter to accompany the Location of Assets Form:
Dear __________________ Supporter:
Use this form to record the location of your assets and valuable papers. Then give it to a trusted advisor or family member to use when needed.
As you think about your estate plan, we hope you will consider a bequest for the ____________________ of ________________, to help continue our mission to ___________________________.
(Name and Signature)
Executive Director (Or Planned Giving Committee)
© 2008 Moran Company
www.MoranCompany.com
“We find great nonprofit executives”
