Level-Up With Legacy Giving

Group Coaching and Online Course

Photo by Rawpixel/iStock / Getty Images

Photo by Rawpixel/iStock / Getty Images


If you had a sustainable method of receiving legacy gifts how will that impact your organization?

Level-Up With Legacy Giving is a simple, step-by-step system for nonprofits to overcome obstacles and begin to launch successful planned giving (or, “legacy”) programs.  Planned giving is a fundraising method that allows a nonprofit to secure significant gifts for its future while allowing donors to make an impactful gift.

These gifts can be made currently, such as endowments, or deferred through gifts vehicles such as gifts in wills or other estate planning.

This cost effective program brings together up to 15 nonprofit professionals to provide the structure, motivation and all the tools necessary to show you how to gain clarity, confidence and the building blocks to create a successful legacy program and accelerate your nonprofit’s income, impact and influence.

Together, we will go through the process of overcoming mindset obstacles, creating a legacy case statement and marketing materials, segmenting existing donors lists and being more confident in asking for legacy gifts. You will leave this program excited and ready to ask for legacy gifts, guaranteed!

This 8-week program consists of a series of activities and benchmarks, including access to an online course and weekly live video workshops. In addition to group trainings, each participating organization receives all content and templates needed to implement the activities being developed. Participating organizations also receive a “1:1 office hour” call for personalized coaching and have access to coaching to answer any questions or brainstorm on immediate issues throughout the duration of the program.

Your investment? Only $997 for the group coaching, lifetime access to the online materials, access to the closed FB group community.

Your ROI? Even if you only get 1 legacy gift (and most people get 10+ in the first year), using the low-average bequest of $25,000 the return on investment for this program is 2,400%.

Honestly - this is a no-brainer! This will provide you with the necessary foundation you NEED to get moving on legacy giving. Why wait another day hoping these gifts will just happen on their own (hint: they won’t!).

The next Level-Up With Legacy Giving program starts June 15 2019

To add yourself to the waitlist, click here

For any questions, email lori@everydayplannedgiving.com