Legacy Society Enrollment Form

Welcome to Your Legacy Society Enrollment

Creating a lasting impact through planned giving is one of the most meaningful ways to support a cause you care about. Whether you're considering a bequest in your will, establishing a charitable trust, or naming our organization as a beneficiary, this Legacy Society Enrollment Form helps you document your intentions confidentially and ensures we honor your wishes for recognition and stewardship.

Why use Paperform for legacy society enrollment?

Planned giving represents the most significant donations many nonprofits receive, yet the process of enrolling donors in legacy societies has traditionally relied on paper forms, in-person meetings, and scattered documentation. Paperform transforms this sensitive process into a secure, professional digital experience that respects donor privacy while gathering essential information.

For development directors and fundraising teams, this template provides a structured way to capture confidential gift intentions, recognition preferences, and contact information for estate planning professionals—all in one secure submission. The form's thoughtful design acknowledges the personal nature of estate planning decisions while making it easy for donors to share their plans at their own pace.

For donors, completing this form online offers convenience and privacy. You can take your time considering recognition options, document your gift intentions without pressure, and receive immediate confirmation that your legacy plans have been recorded. The process feels dignified and personal, reflecting the significance of your commitment.

Key features of this legacy society enrollment template

This form template includes everything you need to launch or enhance your planned giving program:

• Confidential gift intention documentation with multiple planned giving vehicle options (bequests, beneficiary designations, charitable trusts, life insurance, and more)
• Flexible recognition preferences allowing donors to choose how they'd like to be acknowledged, remain anonymous, or defer the decision
• Estate planning professional contact fields to facilitate coordination when appropriate
• Estimated gift value ranges (optional) to help with forecasting and stewardship planning
• Conditional logic that shows relevant fields based on gift type and recognition preferences
• Professional, trust-building design that conveys the seriousness and gratitude appropriate for legacy conversations
• Secure data handling compliant with donor privacy best practices

How nonprofit organizations use this form

Development offices across education, healthcare, arts, environmental, and social service organizations use legacy society enrollment forms to:

Build sustainable funding streams by identifying and stewarding planned gift commitments that will support the mission for generations. Every documented legacy intention represents future financial stability.

Honor donor wishes by capturing specific instructions about gift designation, recognition preferences, and memorial opportunities. This ensures you can fulfill commitments even years down the road.

Strengthen donor relationships through personalized stewardship. Knowing who has included you in their estate plans allows you to provide appropriate recognition, exclusive communications, and special engagement opportunities for legacy society members.

Facilitate gift completion by maintaining accurate records of donor intentions, estate planning attorney contacts, and family notification preferences. When the time comes, you'll have the information needed to work efficiently with estates and executors.

Report to leadership and boards with confidence about the pipeline of future gifts, helping make informed decisions about endowment planning, capital campaigns, and long-term strategic initiatives.

Designed for donor privacy and nonprofit stewardship

This template balances the need to gather comprehensive information with respect for donor privacy. Donors can indicate their gift intentions without disclosing specific dollar amounts if they prefer, and can opt out of public recognition entirely while still receiving appropriate stewardship.

The form is structured to feel more like a meaningful conversation than an administrative task. It acknowledges the personal and often emotional nature of legacy planning, uses warm and grateful language, and provides opportunities for donors to share their motivations and wishes.

For nonprofit teams, the submission data integrates seamlessly with your donor management system via Paperform's native integrations or through Stepper workflows (stepper.io) that can automatically trigger follow-up sequences, update donor records in your CRM, notify development officers, and schedule personalized thank-you outreach.

Automating your legacy giving program with Stepper

Once a donor submits their legacy society enrollment, Stepper can handle the critical follow-up automatically:

• Send a personalized thank-you message and legacy society welcome packet within minutes of submission
• Create a task for your development director to schedule a personal call or meeting
• Update the donor's record in your CRM (Salesforce, Raiser's Edge, Bloomerang, etc.) with legacy society status and gift intentions
• Enroll the donor in specialized email communications reserved for legacy society members
• Set reminders for annual legacy society events, special recognition opportunities, or periodic check-ins
• Notify your finance or gift planning team when complex gift vehicles are indicated
• Generate an internal summary document for your planned giving committee

This automation ensures no legacy donor falls through the cracks, while freeing your development team to focus on relationship-building rather than administrative follow-up.

Enhanced security for sensitive donor information

Paperform is SOC 2 Type II compliant and offers enterprise-grade security features essential for handling confidential donor information. With data encryption, secure submission storage, and the ability to limit access through roles and permissions, you can assure donors that their estate planning intentions are protected.

For organizations with data residency requirements, Paperform supports compliance with regional data protection regulations, giving you control over where donor information is stored.

Perfect for nonprofits of all sizes

Whether you're launching your first legacy society or refining an established planned giving program, this template provides a professional foundation. Small organizations appreciate having a sophisticated tool that elevates their fundraising capabilities, while larger institutions value the customization options, integration capabilities, and ability to maintain brand consistency across all donor touchpoints.

Who benefits from this legacy society enrollment form?

This template is ideal for:

• Nonprofit development teams managing planned giving and major donor programs
• Educational institutions building endowments through alumni legacy gifts
• Healthcare foundations securing future funding for patient care and research
• Religious organizations engaging members in legacy stewardship
• Arts and cultural institutions ensuring long-term sustainability through planned gifts
• Environmental and conservation organizations protecting their missions for future generations
• Social service agencies creating stable funding for ongoing community programs

Customize to reflect your mission and legacy society benefits

While this template provides a comprehensive starting point, you can easily customize it to match your organization's specific legacy society structure. Add questions about designation preferences for endowments, scholarships, or specific programs. Include information about exclusive legacy society benefits like special events, recognition walls, or naming opportunities. Adjust the tone and messaging to reflect your organization's voice and the relationship you've built with donors.

You can also embed this form on a dedicated legacy giving page on your website, include it in planned giving marketing campaigns, or share it directly with donors during individual cultivation conversations.

Start building your legacy society today

With Paperform's Legacy Society Enrollment Form, you can provide donors with a dignified, secure way to document their planned gifts while giving your development team the tools to steward these transformational commitments effectively. The result is a stronger, more sustainable organization built on the generosity of donors who believe in your mission beyond their lifetimes.

Trusted by over 500,000 teams worldwide and featuring enterprise-grade security with SOC 2 Type II compliance, Paperform gives nonprofit organizations the professional tools they need to grow their planned giving programs with confidence.