Have you heard the terms planned giving, legacy giving, and bequest? We are currently in the greatest wealth transfer the United States has ever seen, but often nonprofit leaders and fundraising staff get nervous about planned giving. If you're confused about where to starts or not sure how to incorporate planned giving opportunities into your fundraising appeals, this webinar will show you that even when you don’t have a dedicated planned giving fundraiser, you can start to build up your marketing messages to secure planned gifts for your organization.
Fundraising and nonprofit expert Susan Kahan will highlight:
- A variety of planned giving vehicles so you feel comfortable talking about them to donors
- Where to include planned giving messages in your marketing and website
- Examples of how small (under $1M), medium ($1M -$10M) and large nonprofits ($10M+) promote their planned giving opportunities on their websites
- How to prepare to ask for a legacy gift in a donor meeting
- How to listen in to your donors for verbal cues that now is a good time to speak about a legacy gift
- How to review your database for the best planned giving prospects
- Tools to talk to your colleagues in other departments and members of your board on why this is so important.
Participants can earn 1 CFRE credit and will recieve Donor Meeting Prep Checklist, Verbal Cues to Know Your Donor Might be Interested in Planned Giving, Sample Bequest Language for Your Nonprofit, Where to Put Your Planned Giving Message Checklist, and the webinar recording and slides.