Planned Giving & Legacy Gift Inquiry Form

Build Your Legacy with Our Planned Giving Program

Planned giving and legacy donations represent one of the most impactful ways supporters can make a lasting difference. Whether you're a nonprofit development director, fundraising professional, or charitable organization looking to grow your legacy giving program, this Planned Giving & Legacy Gift Inquiry Form helps you connect with donors interested in bequests, beneficiary designations, and estate planning opportunities.

Why Paperform is Perfect for Nonprofit Fundraising

Managing planned giving inquiries requires sensitivity, professionalism, and seamless coordination between development teams, donors, and legal advisors. This template is built on Paperform, the all-in-one form builder trusted by over 500,000 teams worldwide, including nonprofits, foundations, and charitable organizations.

With Paperform's doc-style editor, you can create on-brand forms that reflect the dignity and importance of legacy giving conversations. Add your organization's mission statement, impact stories, photos of beneficiaries, and personalized messaging that resonates with donors considering their philanthropic legacy—all without writing a single line of code.

Key Features for Legacy Giving Programs

This planned giving form template includes:

• Donor information collection with preferences for communication and recognition
• Bequest language samples across multiple gift types (residual, percentage, specific amount, contingent)
• Beneficiary designation options for retirement accounts, life insurance, and donor-advised funds
• Estate planning consultation scheduling with calendar integration
• Confidential inquiry handling with sensitivity for privacy and discretion
• Follow-up preferences to guide your stewardship strategy

The form uses conditional logic to show relevant bequest language based on the donor's interests, ensuring they only see information pertinent to their giving intentions. This creates a cleaner, more personalized experience that respects their time and thoughtfulness.

Automate Your Legacy Giving Stewardship with Stepper

Once a planned giving inquiry is submitted, timely and appropriate follow-up is critical. Stepper (stepper.io), Paperform's AI-native workflow automation platform, can transform each submission into a complete stewardship workflow:

• Route high-value inquiries to your major gifts officer or planned giving director immediately
• Send personalized thank-you emails acknowledging their interest in leaving a legacy
• Create tasks in your CRM (Salesforce, HubSpot, Bloomerang, DonorPerfect) to track cultivation
• Schedule follow-up reminders for your development team at appropriate intervals
• Update donor records with bequest intentions and gift planning stage
• Trigger consultation confirmations when estate planning meetings are booked

This means your planned giving program can operate with enterprise-level sophistication while your team focuses on building meaningful donor relationships rather than administrative tasks.

Secure Document Management with Papersign

When donors are ready to formalize their bequest intentions through letters of intent or beneficiary designation forms, Papersign (papersign.com) allows you to send these important documents for secure eSignature. Create legally binding acknowledgments, recognition agreements, or bequest documentation that keeps everything connected to the original inquiry for a complete audit trail.

For nonprofits, this eliminates the delays and confusion of mailed paperwork while maintaining the professional standards donors expect when making significant philanthropic commitments.

Built for Nonprofit Teams of All Sizes

Whether you're a small community foundation just launching a legacy society or a large university development office managing hundreds of planned gift relationships, this template adapts to your needs:

• Embed the form on your planned giving webpage or create a standalone landing page
• Customize recognition language to match your legacy society naming and benefits
• Adjust bequest samples to reflect your organization's legal language and state requirements
• Add team member scheduling so donors can choose their preferred development officer
• Include impact calculators to show the long-term value of different gift types

Paperform's flexible design lets you maintain your brand voice throughout the donor journey, from initial inquiry through cultivation and stewardship.

SOC 2 Type II Security for Donor Confidence

Planned giving conversations involve sensitive financial and personal information. Paperform is SOC 2 Type II certified and GDPR compliant, ensuring donor data is protected with enterprise-grade security. Your supporters can trust that their legacy intentions remain confidential until they choose to make them public.

Integrations That Work With Your Fundraising Stack

Connect this planned giving form directly to the tools you already use:

• CRM platforms: Salesforce, HubSpot, Bloomerang, DonorPerfect, Little Green Light
• Calendar systems: Google Calendar, Outlook, Calendly for consultation scheduling
• Email platforms: Mailchimp, Constant Contact for legacy society communications
• Project management: Asana, Monday.com, Notion for tracking cultivation moves
• Spreadsheets: Google Sheets, Airtable for reporting and prospect research

Using Stepper, native integrations, or webhooks, every planned giving inquiry can automatically flow into your existing development workflows.

Who This Template Is For

This planned giving inquiry form is ideal for:

• Nonprofit development directors building or expanding legacy giving programs
• Fundraising consultants working with multiple charitable organizations
• Community foundations offering planned giving services to donors
• Educational institutions cultivating alumni and parent bequest prospects
• Healthcare foundations stewarding grateful patient relationships
• Faith-based organizations helping congregants align charitable values with estate plans
• Arts and cultural organizations creating legacy societies for long-term sustainability

Get Started in Minutes

With Paperform's intuitive editor and AI assistance, you can customize this template to match your organization's mission, brand, and legal requirements in minutes—no technical skills needed. Add your logo, adjust the theme colors to match your brand guidelines, customize the bequest language, and launch your legacy giving program with confidence.

Over 30,000 form templates are available in Paperform's library, but this planned giving form is specifically designed for the unique needs of nonprofit fundraising teams who want to make it easy for supporters to explore their most generous giving options.

Start building lasting relationships with legacy donors today, and create the sustainable funding your mission deserves for generations to come.