fbpx

Building Long-Term Funding Stability for Nonprofits: The Value of a Planned Giving Suite 

LinkedIn
Twitter
Facebook

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:

  • Address a Critical Need

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.

  • Unlocking New Sources of Support

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.

  • Enhancing Donor Relationships

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.

  • Streamlining Implementation

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.

Building a Sustainable Future

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.



Picture of Author: Craig Simms

Author: Craig Simms

Head of Partnerships
Craig@lifelegacy.io

Explore

Best Volunteer Management Software for Planned-Giving-Minded Nonprofits

When it comes to planned giving, relationships are everything. The more you understand a supporter’s history of engagement, their volunteer hours, the events they attend, and the causes they show up for, the more naturally you can invite them to build a legacy with your organization.
The right volunteer management software can help nonprofits connect the dots between service and philanthropy, turning engagement into long-term generosity. This guide explores what to look for when evaluating volunteer management platforms and compares several top options that make this integration easier.

Planned Giving Basics: What Every Nonprofit Leader Needs to Know

Planned giving is no longer a niche fundraising tactic. It has quietly become one of the most reliable, high-ROI revenue streams available to nonprofits today. And while major gifts and annual appeals often steal the spotlight, the data shows that planned gifts consistently deliver transformational impact.
If your organization is preparing for long-term sustainability, building or expanding your planned giving program is one of the most important steps you can take this year. Here is why.

Why 380 Years of Data Prove Your Nonprofit Should Prioritize Planned Giving This Year

If your nonprofit is looking for its next reliable growth engine, here is a surprising truth from nearly four centuries of data. Planned giving has been one of the most consistent, predictable, and mission-transforming revenue streams in philanthropic history. And thanks to the work of Dr. Russell James, whose 380-year analysis of American charitable bequest behavior remains the most comprehensive in the field, we can finally see the patterns clearly.
Spoiler. They all point to one thing. Planned giving is not emerging. It is enduring.
So let’s explore what four centuries of donor history can teach us.

Coming Soon!

Be the first to get notified when we go live with our will product.

[mc4wp_form id="1118"]