How to Boost Your Planned Giving Program

As the pandemic drives many to get their affairs in order, nonprofits are seeing a spike in bequests and other planned gifts. But it can be tricky to frame conversations and messages about this form of giving, especially during a health and economic crisis.

How can you highlight planned giving during the crisis and inspire loyal donors to make a legacy gift?

Join us for a 75-minute webinar and learn directly from three experts: a director of planned giving, a veteran consultant, and a legacy-giving director at a financial services firm.

Debra Steinbuch, head of planned giving at the Jewish Federation of Cincinnati will share tips for developing a smart planned-giving strategy. She’ll explain how to find potential legacy donors, start conversations about legacy giving and ask for these gifts, and avoid common missteps when getting started with planned giving.

Crystal Thompkins, head of gift planning at BNY Mellon Wealth Management, will offer advice on which types of gifts — and which donors — to focus on now. She’ll share ways you can steward legacy supporters in meaningful ways despite social distancing and explain how to set goals and measure the results of your planned-giving fundraising.

Consultant Lisa Sargent who advises numerous nonprofits will share simple steps to jumpstart planned giving (even if you’re just getting started); share detailed marketing advice and real-world examples of messages that are working now; and strategies for thanking and keeping legacy donors engaged in your work.

Don’t miss this opportunity to get a 360-degree view of how to run a successful planned-giving program even in these challenging times.

You’ll learn:

• Tips for creating a plan to expand legacy giving — and hit goals
• How to craft messages that attract planned gifts and are sensitive to the pandemic
• Creative ways to thank legacy donors, keep them engaged, and enlist new supporters

SPEAKERS:

LISA SARGENT
Founder
Lisa Sargent Communications

CRYSTAL THOMPKINS
National Director of Gift Planning Services
BNY Mellon Wealth Management Planned Giving Group

DEBRA STEINBUCH
Director of Planned Giving and Endowment
Jewish Federation of Cincinnati

Originally Aired: October 10, 2020

This webinar is worth 1.25 CFRE credits.

With Support From: