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Professional Advisors

Leave A Legacy Greater Williamsburg is a campaign to increase giving through wills or planned gifts. Professional Advisors can use the tools developed by Leave A Legacy to bring up the subject of charitable giving with their clients.

There are many ways that your clients can leave a legacy to greater Williamsburg:

Wills
Charitable Trusts
IRA or 401(K) plans-beneficiary designation
Insurance Policies-beneficiary designation
IRAs-beneficiary designation

By becoming a Leave A Legacy Partner, you can use the logo on your materials showing your support for the greater Williamsburg community.

The LEAVE A LEGACY® trademark is owned by the National Committee on Planned Giving. Use of the LEAVE A LEGACY trademark by organizations or individuals who have not completed a local licensing agreement with a registered LEAVE A LEGACY program in their community is prohibited.