Five Reasons Why Planned Giving Is Essential For Every NonProfit

“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

1. Affordable, High ROI Fundraising Channel

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.

2. Long-Term Financial Sustainability 

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.

3. Strengthens Donor Relationships and Loyalty

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.

4. Costs Nothing Today & Opens Doors to Larger Gifts

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.

5. Diversifies Revenue Streams

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