3 Secrets to Planned Giving Success: More Than a Program Pitch

Are you excited about creating a planned giving program but don’t know where to start? Planned giving programs can have lots of moving parts, but it doesn’t have to be hard.

With only a few simple steps you can start to create a revenue source for your organization that helps your mission and deepens the relationship with your donors. Even on a limited budget, there are easy to implement actions you can take to start your planned giving program today.

Join us as planned giving expert Lori Kranczer reveals her top methods to promote the best legacy message that aligns with your donors and avoids you feeling awkward or salesy and how to maintain your long term relationships with your donors.

About the Speaker:

Lori Kranczer
Founder, Everyday Planned Giving LLC

Lori Kranczer believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future. Lori has over 19 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals.

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