If you are thinking about starting a legacy giving (planned giving) program and are wondering who the players are that you need to get on board, read this post on who you need to help you build a program.
Think you are ready to start a legacy, or planned giving, program? It starts with a legacy conversation with a donor, and then there is much more to think about for how your program can grow and be successful.
Want to stand out from your peers, gain confidence in raising funds and watch your career soar? Start applying legacy giving conversations in the work you are doing already and watch the shifts that will happen as your donors engage and provide more support.
Getting stuck in old habits and mindsets are normal. To get unstuck and gain the success we want we need to uncover and resolve the old myths we were hiding behind. In this post you can explore 3 commons myths about legacy giving that holds you back from getting more gifts for your nonprofit.
Don’t put off starting, or growing, a planned giving program because your organization has a tight budget. There are some many ways to jumpstart legacy giving without spending a lot of money. Read here how to raise a lot of money with little to spend.
Do you work in a nonprofit and have thought about doing planned giving (legacy giving) as part of your job or doing it full-time? I made the transition years ago and love working in this field. Is it right for you? In this post I describe 3 reasons it was right for me.
Individuals with a value driven purpose create gifts in their wills (Bequests) and often we don’t know abou the gift, or individual, until after they pass and the organization receives a gift. Are you curious about who they were and why they supported your organization in an impactful and personal way? Here I explore how I started to get curious and ask the right questions.
We love to hear our donors’ stories, but what about us - the professionals? How did we get introduced to the nonprofit sector and why do we do what we do? In this post I share how I got my start from attorney to planned giving professional.
Trying to figure out new ways to get your board engaged and also raise more money? Use these tips for board engagement for your legacy program and watch your campaign take off!
There are some key differences that separate annual and legacy gifts. By understanding the underlying structure and intent behind the gifts you will have more clarity when soliciting your donors for support.
Strong development programs use different types of revenue streams to bring in more gifts. Read more about why annual and legacy giving programs can, and should, coexist.
How to identify common mindset blocks that hold you back from asking for a legacy gift.
It feels right for my first post to be about my journey to legacy giving consulting.
I practiced law for many years and felt like "something was missing." I was always drawn to volunteer work for nonprofits, so I set out to talk with as many people in the nonprofit world that I could in order to see where I could fit in. I knew that I didn't want to practice law in a nonprofit setting, but instead use my skills to do something else (what that was, I wasn't sure at the time!).
Luckily, I met with a wonderful woman, the CFO of a major arts organization, that within 5 minutes said to me "you should be doing planned giving." I didn't even know what that was! Further exploration, and a few months later, landed me a job as a planned giving associate, and then 18 years later (yikes!) and a couple director of planned giving jobs under my belt, and lots of teaching and coaching positions, I realized that I wanted to reach as many nonprofit professionals as I can to help them build their programs and raise more money. And, hence, I launched Everyday Planned Giving not even a year ago.
Right after I launched the wonderful people at MarketSmart (who I have used for my clients and highly recommend) asked me to speak on their podcast about my experiences initially launching my business. It was a lot of fun, and even more laughs listening to it just months later - so much has happened since then!
You can have a listen here:
So now that you know a little bit about me, feel free to email me and tell me a little about you. I read and respond to every email!
Until next time -