Unveiling the Secrets of Successful Legacy Gift Campaigns

Legacy Gifts · YOUR LOYALTY AND VISION MAKES ALL THE DIFFERENCE · Visit our Legacy Giving site for more information. · Email Jan Merryweather or call 650-464-8203 ... Legacy giving is a type of fundraising in which donors create gifts for nonprofits as part of their estate plans. This means that legacy gifts ... Our top tips on how to ask for legacy gifts · Don't use the “D” word · Make legacy gifts part of your overall giving programme · Be consistent in ... Asking for legacy gifts can be daunting. Learn to talk to donors about planned giving in a thoughtful way and incorporate legacy gifts in your strategy. Some of the most common ways that donors choose to make legacy gifts include bequests in a will or trust, life insurance, IRA and other ... 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 ... Direct your supporters to resources on how to create a will and make it easy for them to notify you of their gift. You must illustrate that ... Reach out to our Gift Planning Advisor Caroline Bruder to learn more about how to achieve your charitable and financial goals while fighting for ... 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 ... What are your philanthropic goals? · What organizations or causes are you passionate about? · What motivates you to give? · What type of charitable ...