Skip to main content

We include this Legacy chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Legacy Chapter

The Legacy chapter is a specialized part of the Proposal Kit system, designed to help businesses articulate the long-term impact they wish to establish or the inheritance they intend to pass down. This chapter offers a structured way to discuss a company's or organization's aspirations to leave a meaningful and enduring mark, whether through its values, contributions, or tangible assets. It can be particularly valuable in proposals that aim to underline the significance of sustainability and enduring benefits.

How is the Legacy Chapter Used?

When used in a business proposal, the Legacy chapter serves multiple purposes. Primarily, it is used to present a company's vision for its enduring impact on a community, industry, or even on the environment. This chapter helps businesses communicate the values and principles they stand for, and how these can be preserved and conveyed through generations. Additionally, it can be employed as a persuasive tool in marketing pitches, where products or investments are positioned as part of an inheritance plan, appealing to clients who value long-term security and legacy.

What is Included in the Legacy Chapter?

Typically, the Legacy chapter includes a detailed narrative that outlines the legacy a company wishes to leave. This might involve a description of the company's founding principles, its significant achievements, and how these align with the long-term benefits it promises. The chapter may also detail specific products or services that are intended to be part of an inheritance strategy, highlighting their lasting value. Furthermore, evidence such as testimonials or case studies that demonstrate past successes in creating enduring value can also be integrated to strengthen the message.

Use Case Examples for the Legacy Chapter

  • Finance: In a financial proposal, the Legacy chapter can detail investment products that are ideal for leaving a financial inheritance, such as annuities or trust funds.
  • Insurance: For insurance proposals, this chapter might explain life insurance policies that serve as a financial safeguard for future generations.
  • Legal: In legal services, the Legacy chapter could outline estate planning services, helping clients manage their assets in a way that aligns with their long-term legacy goals.
  • Concepts: When proposing innovative business concepts, this chapter can discuss how the new ideas will contribute to the industry's evolution and leave a lasting mark.


Key Takeaways

  • The Legacy chapter is crucial for proposals focusing on long-term impact and inheritance.
  • It helps articulate a company's vision for its enduring influence or contributions.
  • This chapter is and can be used in financial, insurance, legal, and conceptual proposals.
  • It includes descriptions of principles, achievements, and products/services meant to last through generations.
  • The Legacy chapter is instrumental in enhancing proposals by adding depth to the value proposition regarding enduring benefits.


The editable Legacy template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Business proposal example What Our Clients Say

Thank you for your timely answer. I really appreciated it. We have really had a LOT of use out of your program and have liked using it. It has helped the company in many different ways."

Produced by:
Proposal Kit
Design Theme:
Proposal Pack for Any Business is the plain text design theme.
Software › Computer Software › Business & Productivity Software
$79 USD

Add To Cart

Proposal Kit reviews4.7 stars, based on 843 reviews
Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Illustration of Proposal Pack Janitorial #3

The Legacy chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Janitorial #3 design theme. There are hundreds of design themes available, and every design theme includes the Legacy chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Legacy.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

Proposal Kit LogoPublished by Proposal Kit, Inc.
Use the Legacy template to discuss any sort of legacy plan. This could be a topic page to describe the legacy a company or organization wants to leave behind. It could be a marketing pitch topic on selling a product or investment that can be part of an inheritance to be handed down to descendants.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.