Planned Giving Training and Workshops

Ongoing planned giving training and workshops should be routine in your organization. It empowers your staff and your board and strengthens your program.

Planned Giving — also called legacy giving — is a key component of a mature development cycle. A legacy giving program creates a sense of confidence in your organization, and it helps establish trust. It shows donors and prospects that you are forward-thinking, financially savvy, and serious about your mission.

Without a legacy giving program, you can still raise cash — but concentrating only on cash giving creates a stressful cycle of ups-and-downs. Donors feel pressured when they’re subjected to frequent fundraising campaigns. They wonder if the organization they’re supporting is financially responsible. And they’re much less likely to make a life-long commitment to your organization.

On the other hand, studies have shown that a legacy giving program actually encourages more annual gifts. Donors want to know that their contributions to your mission matter, that you know they are the center of your giving mission, and that there is philanthropic aspiration, for them and for you, for generations to come.

And now is the perfect time to start a planned giving program. Why?

• The Great Wealth Transfer
• Retirement plans are bursting
• Assets are at historical highs
• The aging of America
• The Pandemic