Nonprofits face an ongoing challenge in maintaining consistent funding to support their missions. Annual giving, while essential, often fluctuates due to economic conditions, donor preferences, and unforeseen events. These ebbs and flows can create operational disruption and jeopardize long-term plans. To counteract this instability, nonprofits increasingly recognize the importance of planned giving programs—a sustainable approach to securing future funding. However, implementing such programs can be daunting without the right tools and expertise.
Enter the Giving Suite from LifeLegacy, a turnkey solution designed to empower nonprofits to build and manage robust planned giving programs. By partnering with experts like LifeLegacy, nonprofits can offer their donors a comprehensive suite of tools that make planned giving simple, accessible, and impactful.
Presenting and promoting the Giving Suite can be a game-changer for driving fundraising stability and fostering long-term growth:
Nearly 70% of Americans do not have an up-to-date will, a statistic that represents both a challenge and an opportunity for nonprofits. Without a will, individuals are unable to allocate their assets in a way that reflects their personal values and philanthropic goals. By providing a white-labeled online will as part of a Giving Suite, nonprofits can empower donors to create or update their estate plans easily. This service not only meets a critical need for donors but also positions the nonprofit as a trusted partner in their legacy planning journey.
Planned giving enables donors to make commitments that extend beyond their lifetime, providing a vital source of future funding. Tools included in a Giving Suite, such as gift notification tools, stock transfer capabilities, and Qualified Charitable Distribution (QCD) resources, simplify the process for donors to include charitable gifts in their plans. These tools ensure that donors have multiple ways to invest in the future of the causes they care about, increasing the likelihood of planned gift commitments.
Offering a Giving Suite signals to donors that the nonprofit values their long-term partnership and is invested in their philanthropic aspirations. This fosters deeper connections and enhances donor loyalty. LifeLegacy’s Giving Suite features a comprehensive marketing playbook—which includes email templates, social media posts, graphics, and educational resources, as well as ImpactWriter, an AI-enabled communication-building tool. These resources enable nonprofits to easily communicate with donors about the importance of planned giving and how they can participate. Personalized messaging and consistent engagement further strengthen these relationships, inspiring greater trust and generosity.
For many nonprofits, resource constraints make it difficult to develop and sustain a planned giving program. The Giving Suite addresses this barrier by offering a turnkey solution that is easy to implement and manage. LifeLegacy’s expertise ensures that nonprofits can launch their planned giving initiatives with minimal effort while leveraging cutting-edge technology to optimize results. The white-labeled approach allows nonprofits to maintain their brand identity, ensuring a seamless donor experience.
Need a resource to manage your planned giving function, but don’t have the budget for a full time employee? LifeLegacy’s Fractional Planned Giving Officer program can help. A dedicated, experienced manager will work with you – and your budget – to drive weekly activity for your planned giving program.
Planned giving is not just about securing future funds; it’s about building a culture of legacy giving that sustains the nonprofit’s mission for generations to come. By investing in a Giving Suite, nonprofits can cultivate a pipeline of planned gifts that provide predictable, long-term funding. This stability allows organizations to plan confidently, innovate, and expand their impact, even during times of economic uncertainty.
In a world where financial unpredictability is the norm, planned giving offers the promise of stability. By partnering with LifeLegacy to implement a Giving Suite, nonprofits can unlock the full potential of legacy giving, strengthen donor relationships, and secure the resources needed to achieve their missions. For nonprofits looking to thrive, not just survive, embracing this solution is a vital step toward building a sustainable future.
Head of Partnerships
Craig@lifelegacy.io
The word “increase” is a bit of a conundrum. Many nonprofits are being asked to do more (increase) with less (no increase). Your planned giving program is no different. Raising more planned gifts with increasing headcount is not just a recommendation but a requirement.
Planned giving has long been a vital—yet underutilized—source of revenue for nonprofits. Unlike annual donations, which fuel today’s operations, planned gifts create a pipeline of sustainable funding for tomorrow. According to Giving USA, planned gifts account for billions of dollars each year, with bequests alone contributing more than $40 billion in 2023. Yet many nonprofits, even those with strong donor bases, fail to maximize this powerful opportunity.
In today’s increasingly digital world, nonprofits have more tools than ever at their disposal to engage donors and increase impact. But when it comes to planned giving—one of the most meaningful and transformational forms of donor support—many nonprofits are finding themselves stuck between a rock and a hard place: do they partner with a large tech company with little experience in the fundraising world that sees adding a nonprofit vertical as a revenue play, or do they work with a lean, experienced team that has decades of combined fundraising experience and an advanced online estate planning platform?
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