See which legacy gift prospects have decision-making authority
Ask whether a will or trust is already in place, what stage they're at in planning the gift, which assets are involved, and who else has a say before you book a discovery meeting.
The exact intake your legacy giving coordination leads complete
This is the real 5-question guided intake for Legacy Giving Coordination — the same flow your customers finish before you ever pick up the phone.
What a qualified legacy giving coordination lead should tell you
Coordination of a charitable bequest or legacy gift, matching a donor's assets, estate plan status, and decision-making authority to the right giving structure before an advisor meeting.
- Already Have Estate Plan
- Best Describes Current Stage
- Types Assets Plan Include
- Have Decision-Making Authority Over
- Other Family Members Or
The questions your team needs answered
Every legacy giving coordination intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you already have an estate plan (will or trust) in place? | An existing will or trust means the legacy gift can be integrated into current documents rather than requiring estate planning from the ground up. |
| What best describes your current stage in planning a charitable legacy gift? | The planning stage indicates how close the prospect is to a decision and whether the discovery meeting should focus on education or execution. |
| Which types of assets do you plan to include in the charitable gift? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have decision-making authority over the assets involved in this gift? | Without decision-making authority over the assets, the prospect cannot move the gift forward regardless of how developed their plan is, making this the strongest single fit signal in the catalog. |
| Are other family members or co-owners involved in decisions about this gift? | When other family members or co-owners are involved, the advisor knows a single-prospect meeting may not be enough to reach a final decision. |
How Cliont scores legacy giving coordination leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already Have Estate Plan: yes
- Exploring ideas
- Chosen a cause or organization
- Drafting or updating documents
- Already arranged, need coordination
- Have Decision-Making Authority Over: yes
See the lead your team receives
Legacy Giving Coordination Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for legacy giving coordination workflows
| Cliont capability | Legacy Giving Coordination application |
|---|---|
| Weighted lead scoring | Combines estate-plan status, gift-planning stage, and decision-making authority into a single score, so prospects who already have documents drafted and control the assets rise above those still exploring ideas. |
| Conditional question logic | Surfaces the family/co-owner question alongside the asset-type selections so you see at a glance whether a gift involving business interests or real estate also requires buy-in from other decision-makers. |
| CRM routing | Sends only prospects with confirmed decision-making authority and an advanced planning stage into your CRM as discovery-meeting-ready, keeping exploratory or no-authority leads out of your calendar. |
| Multi-choice asset capture | Records every asset type the prospect selects — cash, retirement accounts, real estate, business interests, investment accounts — so you can prepare the right technical questions before the meeting instead of during it. |
Common legacy giving coordination lead scenarios
Estate plan already drafted
A prospect confirms an existing will or trust and reports they're drafting or updating documents naming the charity, signaling a lead ready for coordination rather than education.
Exploring without authority
Someone selects 'exploring ideas' and admits they don't personally control the assets involved, pointing to a lead that needs more groundwork before a meeting is worth booking.
Complex asset mix
The prospect flags business interests and real estate alongside investment accounts, a signal that the gift will require more technical structuring than a cash-only bequest.
Family co-decision required
Other family members or co-owners are involved in the decision, meaning the intake surfaces that a single-prospect discovery meeting may need to become a joint conversation.
Gift already arranged
The prospect has already arranged the gift and only needs coordination, a high-value signal that the discovery meeting can focus on execution rather than planning from scratch.
Connect Cliont to your workflow
Send leads
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Book projects
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Notify your team
Email, SMS, Slack
Automate follow-up
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Simple, transparent pricing
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Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More charitable planning intake templates
Legacy Giving Coordination lead-intake FAQs
How does the intake tell me if a prospect actually controls the assets they want to give?
The catalog directly asks whether the prospect has decision-making authority over the assets involved, and a 'no' answer is weighted much lower than a 'yes' so those leads score lower before a meeting is booked.
Can the intake distinguish someone just browsing ideas from someone ready to finalize a gift?
Yes — the planning-stage question separates 'exploring ideas' from 'drafting or updating documents' or 'already arranged, need coordination,' each carrying a different weight so you can prioritize accordingly.
Does the intake capture whether a will or trust already exists?
It asks directly whether an estate plan is already in place, which is one of the strongest weighted signals in this catalog and helps you separate ready-now prospects from those still starting the process.
What if family members share the decision on the gift?
The intake asks whether other family members or co-owners are involved in the decision, so you know upfront whether a single-prospect discovery meeting is enough or a joint session should be arranged.
Will the intake tell me what kinds of assets are involved before the meeting?
Yes — the asset-type question lets prospects select cash, retirement accounts, real estate, business interests, investment accounts, or 'not sure,' so you can prepare for the technical complexity of the gift in advance.
How is this different from your Charitable Giving Strategy or Donor-Advised Fund Planning intakes?
This intake is built around estate plan status, legacy-gift planning stage, asset types, and decision authority specific to bequests, rather than the ongoing giving-vehicle questions used for Donor-Advised Fund Planning or broader Charitable Giving Strategy leads.
Turn legacy giving coordination visitors into qualified clients
Give every legacy giving coordination visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.