“You don’t have to be a large organization to have success in planned giving, often the smaller organizations see the biggest impact from legacy gifts” – Jordan Cassidy CAP
Planned Giving is a fundraising method that offers a higher return on investment than other types of fundraising. This is typically because planned gifts (such as bequests or beneficiary designations) are often large, but cost relatively little to secure. You can start as simple as a page about planned giving on your website and start promoting this impactful way to give.
Planned gifts, such as bequests, charitable trusts, and beneficiary designations, provide nonprofits with a steady stream of future funding. Unlike annual giving, which can fluctuate due to economic conditions, planned gifts create a more predictable and sustainable financial foundation.
Offering planned giving options allows donors to create a lasting legacy aligned with their values. When supporters know they can continue making an impact beyond their lifetime, they feel a deeper connection to the organization, increasing donor retention and overall engagement.
Donors may not have the capacity to make large cash donations right now or during their lifetime, but they can leave a significant gift through their estate. By promoting planned giving, nonprofits tap into larger, transformative gifts that wouldn’t be possible through traditional fundraising methods.
Relying solely on annual fundraising, grants, and events can be risky. Planned giving programs add another layer of financial security, helping nonprofits withstand economic downturns and continue fulfilling their mission without disruption.
Get Started With Planned Giving by Joining LifeLegacy’s Planned Giving Co-Op
Jordan@lifelegacy.io
Planned giving isn’t only about money, it’s about meaning. When you frame the conversation around values, legacy, and impact, donors feel invited rather than pressured.
A planned giving conversation isn’t something you rush into. It’s a moment of trust, timing, and emotional readiness, and when you recognize the signals, the conversation becomes far more natural and meaningful for both you and the donor. Below is an exploration of the cues that tell you a donor may be ready to talk about legacy gifts, along with some practical guidance to help you approach the moment with confidence and care.
LifeLegacy and Ministry Brands announced a new strategic partnership that will expand access to modern planned giving for churches, ministries, schools, and faith-based nonprofits nationwide.
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