Click on these documents to open and save them for your use.
The Endowment and Planned giving primer provides a broad array of information about how a Center may administer a planned giving program. It includes sample policies and documents you might need.
The Center Bequest Brochure is a sample that is currently in use at a Center. The contact information can be customized for your Center. Send your information to the Foundation executive by email, and we will return a version to you that will be ready for a commercial printing establishment.
If you have questions about any of these documents. please contact Gary Schrenk at gschrenk@somfoundation.org or 720-279-1623.
Endowment and Planned Giving Primer