Full Guide: Nonprofit Planned Giving

This presentation emphasizes the significance of planned giving in philanthropy and provides actionable strategies to enhance legacy gift programs. Key topics include: planned giving, legacy fundraising, nonprofit sustainability, donor cultivation, charitable estate planning, philanthropic strategies, wealth transfer, nonprofit marketing.

Key Takeaways:

• Importance of Planned Gifts: These gifts provide future revenue, foster meaningful donor impact, and often represent the largest contributions donors make.

• The Great Wealth Transfer: Baby Boomers are expected to transfer $30 trillion, presenting a unique opportunity for charitable estate planning.

• Challenges in Legacy Gift Marketing: Long timelines, low response rates, and difficulty in measuring success necessitate thoughtful marketing strategies.

• Keys to Successful Planned Giving:

  • Increase awareness through consistent messaging (e.g., in emails, invitations, and newsletters).

  • Educate and inspire donors with seminars, updates, and storytelling.

  • Cultivate relationships by understanding donors' values and narratives.

  • Directly ask for gifts via personal outreach and clear call-to-actions.

• Modern Legacy Fundraising: Shift from fear-based messaging to positivity, highlighting values, lasting impact, and organizational reputation.