Do you dream of a wealthy benefactor leaving your organization $1 million in their will? Chances of that happening will increase greatly if you actively ask supporters for estate gifts. We are in the midst of the greatest generational wealth transfer in U.S. history. Wouldn't you like some of that wealth directed towards your efforts? Even on a small budget your organization can reap large rewards by encouraging supporters to remember your group in their estate plans.
During this workshop, you will learn about various legacy gift options, the infrastructure that should be in place before launching a planned giving program, ways of encouraging donors to make estate gifts, maintaining relationships with planned giving donors, and the administration of planned gifts after a supporter passes away.
This workshop is designed to demystify planned giving and to provide easy-to-implement strategies to encourage estate gifts. It is especially suited for organizations with an established base of at least 100 donors who contribute regularly, regardless of the size of their gifts.