An intense 90-minute primer every charity needs to attend. Even if you’re a large nonprofit.
Join the most successful nonprofits that consistently have adequate funding to advance their mission, hire staff, and plan for the future.
Wishful thinking? Not really. Just begin to pursue planned gifts.
It’s true. There is no top-secret formula, no insider hack: The most successful charities (only 1% of all nonprofits) know that the road to success is paved with planned gifts. It’s no coincidence that the Best of the Best have strong legacy giving programs — it’s the very reason they’ve risen to the top.
Yet we still hear from shops that just don’t think it’s worth their time. And the top three reasons they give for ignoring planned giving?
In this primer, we will debunk all these reasons — and we’ll show you how ridiculously easy it is to add planned giving to your fundraising toolkit.
You will learn:
(Bonus discussion: Online Will Planners — the good, the bad and the ugly.)
Stop struggling to meet your goals year after year. Learn how easy it is to launch and maintain a planned giving program, and see your career grow.
When you finally “see the light,” the only thing you’ll regret is not getting started sooner.
Recording Available
March 7, 2024
1.5 CFRE Credits: An investment in your career.
As more uncertainty rattles the markets, it’s more important than ever to make planned giving an integral pillar that sustains your organization and helps weather the storm. Focusing on legacy giving creates long term stability.
More importantly, it will also cater to donors and prospects who may feel too stretched to give right now, but are more receptive to give by other means. The whole idea of “make a gift now with no impact on your day-to-day cash flow” is more attractive than ever.
This course qualifies for 1.5 CFRE credits.
Certificate of completion awarded to each attendee.
Pocket Guide for MGOs, Gift Comparison Chart, one year subscription to Giving Tomorrow magazine.
Some planned gifts can also be major gifts, and some major gifts will inspire planned gifts. Planned giving research is also a great way to identify potential major donors.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.
