Launching And Sustaining A Legacy Society

A planned giving program can enable your organization’s most dedicated supporters to provide funding to your nonprofit through their estate plans.

By following a proven 12-month, step-by-step guide, you can launch and sustain a legacy society that will identify planned giving prospects and engage them in a conversation about supporting your mission in perpetuity.

• How can your organization create a planned giving program?
• Which supporters should you invite to join a legacy society?
• What steps are necessary to launch and sustain a legacy society?
• How can you engage supporters in conversation about their estate plans?

As your organization embarks upon a new year, now is the perfect time for a comprehensive and inclusive planning effort.

• What is a development plan? Why do you need one?
• How can you prepare for planning?
• Whose voices must be heard to create a sound plan?
• What are the roles and responsibilities of the planning team?
• Why is an agenda important?
• What foundational elements should you craft and include?
• How can you review and validate the plan?

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