4 Steps to Establish (and Improve) Your Legacy Giving Program

According to Giving USA in FY2018 bequests totaled $18B. They are a crucial part of a development program. If you have not been offering bequests as an option or would like to boost your existing bequest program this webinar will explain the importance of legacy giving within your development plan, and the 4 steps you need to take to increase bequest giving to your organization.

Participants will learn legacy giving concepts and then a step by step process to build their bequest program, identify gaps and finds areas of potential growth. We will review best practices for the marketing of bequests and we will discuss systems, policies, and procedures to implement to make your program run seamlessly.

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.