Unlocking the Legacy Giving Potential A Strategic Guide for Nonprofits

To set up your legacy gift, contact your lawyer and ask them to create a new will or add a codicil (amendment) to your existing will. You can either determine ... As mentioned above, your nonprofit shouldn't be giving donors advice about what to do with their estates. If they seek your advice or ask you questions about ... 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 ... 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 ... Please complete the request form below for your complimentary copy of Creating Your Legacy. We know this process can sometimes feel overwhelming, so we hope ... Nonprofits that are not prepared to accept legacy gifts should read one to learn how to thoughtfully introduce this difficult subject to its donors. Legacy or ... Planned giving is the process of donating planned gifts, also known as legacy gifts, which are contributions that are arranged in the present and allocated at ... ... call 571-540-8070 and include the name of the webinar. Even savvy nonprofits often overlook the potential of planned gifts. This is a costly mistake ... Give gifts. You can send free merchandise, gift cards, flower baskets, or other trinkets to thank your donors. · Lend them an ear. Give your legacy donors a ... Create a list of your top legacy giving prospects and send them a unique year-end appeal asking them to consider making a gift in their will.