A strong, intentional, planned giving program takes work. Building the foundation for that work is the first step in creating a planned giving component to your fundraising strategy.
Like building a house, when you have a strong foundation, something great can grow. Without it, the possibility of things falling through the cracks increases exponentially.
Here are a few key components to building a planned giving program that will grow over time:
When you have the above three components, the stage is set for a strong, planned giving program. Your foundation is there, and the rest of the house is ready to be built!
michael@lifelegacy.io
Planned giving doesn’t have to be complicated, but for many nonprofits, it still feels that way. For years, legacy gifts have depended on personal outreach, mailers, and in-person events to keep donors engaged. That approach worked for a while, but times are changing.
For many nonprofits, gifts from long-time supporters over age 70½ represent a vital source of stability and growth. Yet, one of the most powerful giving tools available to this group remains underutilized: the Qualified Charitable Distribution (QCD).
In one of my first planned giving discussions early in my fundraising career, I faced something I had never considered before. Over lunch, a longtime donor hesitantly told me he had no one to serve as executor of his estate. He had confided in me about the strained relationship with his children and extended family, leaving him with a difficult decision. It was hard for him to talk about, and my job at the moment was, first and foremost, to listen.
Be the first to get notified when we go live with our will product.
