Planned Giving Programs
Helpful Resources
Downloadable Guides and Documents
Are you interested in becoming a member of the Science of Mind Foundation’s Legacy Society? Are you wondering how to include the Science of Mind Foundation in your will or estate plan? Are you a center seeking information tools to create a planned giving program at your center? Or wondering if your center is positioned to create an endowment to support your community in perpetuity?
The resources on this page include downloadable documents and guides to help answer your planned giving questions, as well as links to other useful resources to guide you in this process. If you have any questions, please feel free to ask a question in the contact us form below.
Estate Planning Guide – Free
Are you ready to plan your will or trust, and not sure where to begin? This FREE Estate Planning Guide will give you the basic steps you need to begin designing your estate plan.
((We will need a form to capture the individual’s name and email address, as well as a comment section to ask any questions. The button then says, “Download” for the Electronic/PDF Wills Guide and links to:
Planned Giving Programs
The Foundation assists Centers as they create programs to attract bequests and other planned gifts. The key document to guide Centers as they work with the Foundation to build their programs in the comprehensive Endowment and Planned Giving Primer.
Click on the documents below 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 by email, and we will return a version to you that will be ready for a commercial printing establishment.
Endowment and Planned Giving Primer
Planned Giving Program Creation Checklist