How to Inspire Legacy Gifts

Some nonprofits have seen a surge in planned gifts during the pandemic. But many fundraisers struggle with how to promote legacy giving in ways that are effective and sensitive to the health crisis.

Join the Chronicle and our expert guests to learn which types of planned-giving messages and appeals are working for other groups — and how to adapt these approaches to your mission.

You’ll get proven tactics to find potential donors, highlight legacy gifts on a variety of online platforms, and keep supporters close for the long term.

Plus, you’ll learn vital steps to take — and systems to put in place — before creating or expanding a planned-giving program to ensure the best results.

What will you learn?

• Steps to take to build a successful legacy-giving program
• How to craft messages and appeals that are sensitive to the health crisis, resonate with donors, and attract planned gifts
• Smart ways to recognize legacy donors, keep them involved, and inspire their loyalty

Speakers:

Karla Kalis
Manager of Individual Giving
PAN Foundation

Steve Maughan
Vice President of Planned Gifts and Estates
Humane Society of the United States

Originally Aired: September 23, 2021

This webinar is worth 1.25 CFRE credits.