The donors that give to you automatically every month show how much they trust you with every transaction. Your shared mission is so important to them that they give you their credit card number and allow you to charge money every month on it. That level of trust cannot be underestimated.
Studies show that donors who give regularly are some of your best planned giving prospects. Recurring givers fit in that category. And they would want your organization’s activities to continue as part of their legacy. This gives you the opportunity to talk to them about a planned gift.
A couple of ways to talk to recurring donors about planned giving:
Planned giving is a natural extension of their recurring giving!
Recurring donors are a great group to engage in planned giving discussions. Similar to major donors, getting to know your recurring donors will help guide you to the right discussion for them….and more planned gifts for you.
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.
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