YOUR FREE DONOR EDUCATION

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SAFE provides a wide range of resources to support our donors and partners, and their philanthropic efforts.  SAFE’s Donor Education Series (DES) is a series of events from the Planned and Creative Giving Offices specifically designed to help philanthropically-minded individuals make educated, informed and healthy decisions about their philanthropy and legacy planning.


Whether you give to SAFE or another charitable cause, our events are always free, open to the public and will always provide attendees with a take-away that will help them become incredible philanthropists in our community.

FREE Tools and Resources for Planning Your Legacy

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  • The Three Most Important Documents for Your Legacy Planning

    The three most important documents to consider when planning for your legacy:


    1. Updated Legal  Will or Trust
    2. Your Advanced Healthcare Directive
    3. Your Durable Financial Power of Attorney

    Create or update your will, durable financial power of attorney,  and your advance healthcare directive  confidentially online– 100% free through our partnership with FreeWill here.

  • Planned Giving 101 and 201

    Want to learn a little more about planned giving?  We can’t make you an expert in the next four minutes, but these facts will get you halfway there in no time at all.

  • 25 Estate Documents to Keep in a Safe Place

    View and download this list of 25 Estate Documents to Keep in a Safe Place.

  • Legacy Planning Guide


    Download this free Legacy Planning Guide to help you in planning to provide for your family and supporting the causes you care about.  


    Complete for your own records and/or take to your attorney to assist in your planning.


    Please note:  This is not a will.  It's a planning guide to assist in your planning.

  • 5 Steps to Informed Giving

    Before giving to SAFE or another charity, or before mailing that check or hitting send on your donation, be sure you take these steps to ensure your charity is legitimate.


    View and download 5 Steps to Informed Giving

  • Death Wishes Planning Questionnaire

    Create your own estate inventory and make your funeral wishes known.  Adapt the template we’ve named – ‘My Death Wish List’ to your specific needs.  This document gives you the opportunity to list your responsibilities, in order to communicate your needs to those who are most likely to take care of the arrangements in the event of your death, (e.g. the funeral, children, pets, bills, etc).  It will help others handle your affairs in the way that you would like things to be done.

     

    We recommend filling in a ‘My Death Wish List’ prior to drawing up your will, as it could help you to remember all the details you would like to name in your last will and testament.  


    Please note: This document is not a will.  It is full of all the useful details that are usually not included in a will.

     

    Use the links below to open the ‘My Death Wish List’ template.  We recommend using the excel/word versions, so that you can change it to meet your specific requirements and update it easily any time in the future.  Alternatively, you can print the PDF version and fill it in by hand.

     

    Click here for My Death Wish List – After Death Guide.doc – .Doc -Word template (MOST POPULAR)

     

    Click here for My Death Wish List – After Death Guide – .Xls – Excel template

     

    Click here for My Death Wish List – After Death Guide– .PDF Template (to print and fill in by hand)

     

    Click here to open the Afrikaans Version – ‘WAT OM TE DOEN AS EK STERF‘


We are here to help!

We know you have questions about planned giving and estate planning.  And, we are here to help you.

If you would like more information, tools, resources or professional guidance, please let us know. 



We look forward to helping you.

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