How to Start a Planned Giving Conversation With Donors (Without Pressure)
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 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 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.
Be the first to get notified when we go live with our will product.