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The Nonprofit’s Guide to Legacy Giving

Qgiv

One way your donors can help you extend your impact is through legacy giving. Legacy gifts provide your donors an opportunity to help your organization past their own lifetime! By leaving a legacy gift to your nonprofit, your donors invest in your future and to continue supporting the work they cared about throughout their life.

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Elevating your major gifts and planned giving with data-driven decision-making

EveryAction

However, relying on legacy data and outdated tools can hamper your fundraising efforts and keep you from meeting your fundraising needs. Here’s how—and why—nonprofits should move from legacy systems to data-driven decision-making. Legacy-modeled data often fails to take details like these into account.

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6 smart fundraising strategies to drive major giving success

EveryAction

And the larger your organization, the larger the gifts you can expect to receive⁠—that is, of course, when your team has a plan to cultivate and steward key donors. Explore legacy and planned giving opportunities. Feel like your fundraising team could use a boost? Establish specific major giving levels and benefits.

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5 Fundraising Trends to Watch for in 2024

Nonprofit Tech for Good

Reflecting on the past success of your fundraising efforts while also learning about emerging fundraising trends can help you decide how to best allocate resources for the upcoming year. Peer-to-Peer fundraising can build a major gift pipeline for your organization as well! In return, donors may provide larger gifts.

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Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving

Bloomerang

These tips include how to make a planned gift request without making it awkward. Additionally, they may have reached a point in their lives where they are reflecting on their legacy and the impact they want to leave behind. As we age, we usually have more saved resources, and therefore have a greater ability to share those resources.

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Asking For A Legacy Gift: 10 Practical Steps To Get Started

Bloomerang

When asking for a legacy gift from a donor to your nonprofit, it’s important to approach the conversation with sensitivity and professionalism. I usually start my research with the board, volunteers, and staff members of the nonprofit to see if any of them meet the profile for a legacy gift.

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Building Trust & Engagement with Your Planned Giving Program

Get Fully Funded

You want to try asking a donor for a bequest gift for the first time. You meet with the donor, explain that your organization is exploring new types of giving programs, and ask if they’d be open to creating a bequest gift in their will. Why is it more beneficial for your nonprofit than an immediate gift of cash? Avoid jargon.

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