Launching a legacy program is essential to building out your planned giving program. Legacy programs are a strategy to promote planned giving and to show donors that your nonprofit accepts planned gifts. Through a legacy program, you are able to steward donors and potentially find unanticipated planned gifts. This workshop will cover the strategies for how to build and strengthen your legacy society as a way to market and retain more planned gifts for your organization. If you want to raise more money through planned giving, it is important to think about how a legacy society can help strengthen your planned giving program.
Who Should Attend?
Professionals interested in learning more about setting up a legacy giving program in their organization
What The Training Will Cover
Understand how marketing your legacy society can help you find unanticipated planned gifts
Review sample names and logos and important organizational and gift policies for your legacy society
Steps to build legacy society committee from your current planned giving donors
Review sample benefits, events, and perks of joining a legacy society
How to share and promote your legacy society on your website, e-newsletter, annual report
Understand the time and resources it takes to build your legacy society in terms of staffing, marketing, and other resources
This workshop is recorded. It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.
Looking to register 3+ people? Email us at firstname.lastname@example.org to receive $5 off per registration!
Please Note: We do not offer any other discounts for this training other than the member rate.