The Essential Guide to Legacy Gift Solicitation

Legacy gifts can be monetary, material goods, property, and/or stocks. Most legacy gifts are made through wills and trusts and can even be made simply by ... But it's vital that fundraisers make that specific ask. A planned gift can be the largest donation they make to your organization. And those ... 6 simple steps for asking for legacy gifts · 1. Create a legacy giving program committee · 2. Identify your target audience · 3. Market your program · 4. Offer ... Ultimately, making the ask for a legacy gift is a matter of starting a conversation. Get the donor to talk about what's important or meaningful to them, why ... Leave a legacy. Please remember {Your Organization} in your will. · All it takes is a quick phone call to your lawyer to add a charitable gift to ... Can I leave a legacy gift? First plan for how you will take care of family and friends. · Would I like to have an endowment named for me or someone I care about? What other organizations are you involved with? Volunteer for? On the board? What are your top three charitable interests? Why? What charitable gifts have given ... Having a clear and dedicated call to action on marketing materials for prospective legacy donors to get more information will improve the ... Give donors casual calls to check in and see how they're doing · Send handwritten holiday, birthday, or membership anniversary cards · Ask your ... Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a ...