LEAVE A LEGACY™ of Iowa: How to Participate

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PROFESSIONAL ADVISORS AND ASSOCIATIONS

HOW PROFESSIONAL ADVISORS PARTICIPATE

LEAVE A LEGACY ™ Iowa is part of a national campaign that is having a profound impact on local communities. It is a collaborative effort to increase public awareness and interest in charitable estate and gift planning. The goal of LEAVE A LEGACY ™ is to increase the number and amount of charitable estate gifts that benefit charitable nonprofit organizations.

Professional advisors are in a unique position to encourage clients to make charitable estate gifts. Broad participation from Professional Advisors throughout the state will make LEAVE A LEGACY ™ Iowa a long-term success.

A major objective to achieve this goal is to mobilize professional (donor) advisors on behalf of charitable nonprofit organizations. Education is the number one strategy to achieving this goal and objective. Education in charitable estate and gift planning for professional advisors is offered through the National Committee on Planned Giving (NCPG). There are over 140 NCPG councils throughout the country with over 12,000 members. There are five NCPG councils in the state of Iowa.

1.	The Tri-State Planned Giving Council – Centered out of Dubuque
2.	The Quad Cities Planned Giving Council – Centered out of Davenport
3.	The Eastern Iowa Planned Giving Council – Centered out of Cedar Rapids/Iowa City
4.	The Mid-Iowa Planned Giving Council – Centered out of Des Moines
5.	The Siouxland Planned Giving Council – Centered out of Sioux City
All five of these Iowa NCPG Councils sponsor one or more LEAVE A LEGACY ™ programs, which form the LAL Iowa network. Professional advisors can become meaningfully involved in LEAVE A LEGACY ™ Iowa by becoming a member of one of these NCPG Councils. Professional Advisors who join a local NCPG council are automatically involved with LEAVE A LEGACY ™ Iowa and are referred to as LAL Iowa professional advisor PARTNERS. Three easy steps to become involved with LEAVE A LEGACY ™ Iowa:
1.	Complete a “Getting Involved – Request for Information Form and send to the LAL Iowa office.
2.	Your information will be forwarded to your local NCPG council or the nearest LAL regional office.
3.	You will receive follow-up information from the local NCPG council regarding local membership requirements for professional advisors or by a representative of your regional LAL steering committee regarding educational programs and events.
Professional advisors can become involved with their local LEAVE A LEGACY ™ program through their NCPG membership. In some areas of the state where there is no local NCPG council, professional advisors can become involved with their local LAL program directly by contacting the regional LAL office. Contact information about each of the ten LAL regions can be found on the statewide LAL Iowa web site at www.leavealegacyiowa.org, by calling (515) 440-2548 or by sending an e-mail message to laliowa@assoc-serv.com.