Legacy/bequest handling policy
Set out how the association handles legacies.
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 template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out. - 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 or context. - 4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.
Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.
Prompt template
Draft a legacy handling policy for {{association_name}} in {{jurisdiction}}. Cover contact, dispute, restricted funds, family relationship.Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.
What good output looks like
A policy for trustee approval.
Human review checklist
Tick each before you send or publish the output.
Why this prompt works
Legacy policies protect the movement and the family alike.
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