How to Launch a Legacy Society Program: Strengthen Your Planned Giving

December 1, 2022

10:00 am - 11:00 am PT | 1:00 pm - 2:00 pm ET

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WORKSHOP DESCRIPTION

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

REGISTRATION TYPE & FEE

Premier Members

FREE

|

Members 

$25

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Non-Members

$50

Additional Information

All workshops are live with an instructor. Participants are encouraged to ask questions during the workshop. All registrants, will receive the slides & recordings via email after the live workshop.

Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate.

ABOUT THE TRAINER

WE OFFER CFRE & CAE CREDITS

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1 hour of training = 1 credit hour

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