Legacy/bequest handling policy
Set out how the association handles legacies.
Fill in the details
2 placeholdersType your details in and we'll drop them into the template. Empty slots stay as tokens so nothing goes missing.
Prompt template
Draft a legacy handling policy for {{association_name}} in {{jurisdiction}}. Cover contact, dispute, restricted funds, family relationship.
Replace each highlighted placeholder with real context. Keep names and safeguarding details out.
Human review checklist
Tick each before you send or publish the output.
When to use this prompt
Reach for this prompt when you need to set out how the association handles legacies. It's designed for CEO, Trustee. Typically used within Fundraising work.
Draft with AI, then have a colleague verify facts and tone before use.
How to use it
- 1
Gather your inputs
You'll need: Legal jurisdiction.Nice to have: Legal advice. - 2
Fill in the highlighted placeholders
Copy the template above and replace every highlighted placeholder with real, local context. - 3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone. - 4
Work through the checklist
Tick every item before you send, publish or act on the output.
Why this prompt works
Legacy policies protect the movement and the family alike.
What good output looks like
A policy for trustee approval.
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