How to Attract Legacy Gifts

International Registrants: If you have trouble registering, please email copevents@philanthropy.com or call 571-540-8070 and include the name of the webinar. 

Even savvy nonprofits often overlook the potential of planned gifts. This is a costly mistake, experts say, because the average amount of a charitable bequest is more than $78,000 according to one study — and if you’re not approaching loyal donors about their estate plans, another organization will.

 Even small organizations with limited resources can take simple steps to begin attracting planned gifts.

 How can you inspire donors to include your nonprofit in their estate plans?

 Join us for the 75-minute webinar How to Attract Legacy Gifts to learn from a lawyer and a former investment banker who will share insights and steps to take to attract planned gifts through wills, donor-advised funds, and other giving vehicles.

 These experts will explain how to educate donors about planned giving, how to track gifts accurately ― and why that matters ― and share creative ways to engage legacy donors and  recognize their commitment to your cause.  

 You’ll learn:

• Smart ways to promote planned giving in donor communications
• Proven strategies to inspire legacy gifts and elevate annual giving from the same donors
• Tips for attracting planned gifts from donors of all ages

At the Chronicle we strive to host accessible and inclusive events. This session includes live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 571-540-8070.

Originally Aired: August 17, 2023

Speakers:

Maya Weil
Gift Planning Specialist
Arena Stage

Austin Wrubel
Director of Planned Giving
Robin Hood Foundation

This session is produced with support from:

This webinar is worth 1.25 CFRE credits.