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How to Increase Planned Gifts Without Increasing Headcount

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.

Top 10 Miscues Nonprofits Can Make in Planned Giving (and How to Avoid Them)

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.

Why Nonprofits Deserve a Mission-Aligned Partner—Not Just Another Tech Platform

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?

LifeLegacy Launches New Bloomerang Integration for Planned Giving Data

LifeLegacy has officially launched its new integration with Bloomerang, creating a seamless solution for nonprofits to manage their planned giving efforts. Nonprofits using LifeLegacy’s Giving Suite can now automatically transfer planned giving data directly into Bloomerang, including gift size, gift type, and more. This integration simplifies donor management by ensuring planned giving data is always up to date and accurately reflected across both platforms.

Estate Planning Resources to Educate Your Nonprofit’s Donors

Empower Your Donors With Free Estate Planning Education

As a planned giving professional, one of the most powerful ways to engage donors is by helping them take the first step in securing their legacy. That’s why we’ve created a comprehensive, donor-friendly guide to estate planning: Starting Your Estate Plan: What to Know. This curated collection of educational resources includes articles, checklists, and FAQs that cover everything from when to start an estate plan, to common misconceptions about wills and trusts. Each piece is designed to demystify the process and equip your supporters with the knowledge they need to make confident, informed decisions—no legal jargon involved.

A Lasting Legacy: How One Family Ensured Public Access to a Natural Treasure

At LifeLegacy, we often talk about the power of estate planning to extend beyond personal inheritance, benefiting entire communities for generations to come. This inspiring story of the Garden of the Gods in Colorado Springs is a perfect example of such a philanthropic vision brought to life through thoughtful planning.

The Planned Gift I Didn’t Take…

The excitement was palpable. We had just started the silent phase of a large comprehensive campaign and I was looking forward to a first gift to jumpstart everything.

Online Giving Strategy

Online giving is a vital fundraising channel for nonprofits. Learn how to get better results with these expert tips to improve your online giving strategy.

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