Getting Started With Planned Giving

As baby boomers age, trillions of dollars are set to transfer between generations in the next several years. So, lots of charities want to get serious about seeking bequests and other planned gifts. Even if you don’t have someone on staff designated to oversee legacy gifts, you can get started by simply spreading the word.

Experts advise fundraisers to include language in all outgoing communications indicating that planned gifts are welcome. Many nonprofits combine planned giving and big-gift fundraising. If you take this approach be sure not to overlook loyal donors who give smaller contributions year after year. Many groups find that these supporters are great candidates to cultivate for legacy gifts.

For more advice on how to inspire donors to create their legacy through your organization, consult this collection. You’ll find key concepts and smart ideas for building a planned giving program from the ground up — and help give your organization a more secure future, too.

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