fbpx

How to Leverage Giving Societies to Supercharge Your Planned Giving Program

LinkedIn
Twitter
Facebook

Engaging donors in the planned giving journey takes time and strategy.  When talking to donors about how they want to leave a legacy, listening to their plans and dreams for the future takes time. 

The question becomes: how do you find these people to have these conversations with? That is where the strategy part comes in.

A common group that exists in a non-profit is one of your best places to start: giving circles. 

Whether they are called giving circles, giving societies, or giving groups, we will define giving circles as groups of donors that are already committed to your non-profit, give regularly and have been formalized into a cohesive group.

Your giving circle is a perfect group to engage in planned giving discussions. A few reasons why:

  1.     They already know and understand your shared mission.
  2.     They have already committed their resources to the mission.
  3.     They want to continue fulfilling the mission. 

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. 

This process also allows you to hone your message with a group that is close to you already.  Use the stories of these consistent givers to show the importance of leaving a legacy to your larger audience. 

Conversations with these core groups, like giving circles, helps build momentum in your planned giving program!

Author: Michael Bittel

michael@lifelegacy.io

Explore

Five Reasons Why Planned Giving Is Essential For Every NonProfit

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.

Understanding QCD’s in 2025

For retirees with a healthy nest egg in tax-deferred accounts, hitting age 73 comes with a new milestone: Required Minimum Distributions (RMDs). While it’s a sign of financial success, those RMDs can come with a not-so-fun side effect—higher taxes! The bigger your account balance, the larger your RMD, which could nudge you into a higher tax bracket.

Coming Soon!

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

[mc4wp_form id="1118"]