Making the Planned Giving Ask Part 1: Preparing for the Ask
LinkedIn Twitter Facebook Preparation makes any planned giving ask much easier and dare I say better. Professional athletes practice to prepare for their performance. We, as planned giving professionals, prepare as well. We craft a presentation and hone it to meet the needs of the donor.. Below are a few ways to prepare to make […]
Expanding the Value Proposition: How Life Insurers Can Leverage Online Wills to Help Drive Mass Market Sales
Despite technological advancements like automated underwriting and attractive user experience (UX) platforms, life insurance products, especially term products, are still perceived as commodities by agents and luxuries by consumers, particularly during inflationary times. To overcome these variables, more effectively reach the mass market and make the sales and purchase of life insurance more compelling, life insurers should add complementary products that enhance the overall value proposition to agents and consumers. One smart choice is bundling life insurance with online estate planning. Let’s explore how life insurers can benefit from this strategy, backed by statistics on the current state of Americans’ life insurance and estate planning coverage.
Elevate Your Nonprofit’s Future with Planned Giving
In the world of nonprofit fundraising, planned giving and legacy giving stand out as powerful strategies that can significantly impact your organization’s long-term success. These giving methods not only provide a means for donors to leave a lasting legacy but also ensure the financial stability and sustainability of your mission. Here’s how you can harness the potential of planned giving for your nonprofit.
Capital Campaigns: The Perfect Opportunity to Boost Your Planned Giving Program
Capital campaigns are transformative for organizations, aimed at raising significant funds for specific projects such as building expansions, new facilities, or endowments. These campaigns not only meet immediate financial goals but also present a golden opportunity to launch or revitalize your planned giving program. Here’s why integrating planned giving into your capital campaign strategy can be a game-changer for your organization.
Happy Birthday, LifeLegacy!
This month, I’m thrilled to celebrate LifeLegacy turning 4! 🎉
In just four short years, we’ve partnered with a diverse range of nonprofit organizations, from large institutions to local community groups. In the last quarter alone, we’ve welcomed over 4000+ churches alongside numerous animal welfare, higher education, senior care, veteran services, human rights organizations, and others. 🐾🏛️👵🪖🌍
How to Leverage Giving Societies to Supercharge Your Planned Giving Program
Start the legacy conversation with the leaders of your giving circle. Hopefully, the leaders of the giving circle will start the conversation with you and then become your champions with the group. Once you have engaged them, ask for time at their next meeting to discuss leaving a legacy.
An Aging Donor Base Makes Creating a Planned Giving Strategy a Must-Have for Nonprofits
An aging US population and donor base presents challenges and opportunities for nonprofits when developing fundraising strategies and donor engagement. A well-structured planned giving strategy is essential for nonprofits to thrive in this evolving landscape. Let’s explore the impact of the aging population on nonprofit fundraising, the importance of planned giving in this environment, and how LifeLegacy’s Giving Suite (digital will, advance health directive and financial power of attorney) can help drive planned gifts and secure lasting legacies.
3 Ways to Incorporate Planned Giving into Nonprofit Capital Campaigns
As a nonprofit, you recognize the importance of periodic capital campaigns to drive funding large-scale projects and initiatives. Your existing regular and periodic donors often react positively to help raise money for infrastructure, endowments, or program expansion. But there is a giving cohort that might prefer to support the long term sustainability and growth of your organization with a planned gift. To maximize the success of capital campaigns, then, it may be advantageous to integrate planned giving messaging into your strategy. It can be a game changer.
Things To Consider When Making A Will
Creating a will is a crucial step in ensuring your legacy and providing peace of mind for you and your loved ones. From detailing assets to naming beneficiaries and guardians, here’s a comprehensive guide to help you navigate the essential considerations for making a will. Dive in to learn how you can secure your future and make informed decisions about your estate planning.
5 Key Election Year Strategies Your Nonprofit Can Use to Promote Planned Giving
Election years bring a unique set of challenges and opportunities for nonprofits. The political climate can significantly impact donor behavior, influencing how and when people give. With heightened attention on political campaigns and causes, nonprofits must navigate a crowded fundraising landscape to maintain and grow their donor base. In this context, planned giving becomes an essential strategy for ensuring long-term financial stability and sustaining mission-driven work. LifeLegacy provides valuable digital estate planning and marketing tools to help you accomplish these goals.
