Let’s build a strong planned giving program together!

Let’s build a strong planned giving program together!

Legacy Power Hour

Have you felt like you’re always trying to find the best ways to raise more gifts for your organization?

Are you scouring the internet trying to piece together a legacy giving program but it seems either too complicated or overwhelming?

Have you let legacy gifting go by the wayside because you don't have the time and resources to dedicate to getting it right?

I know there is an easier way

Legacy giving is the best return on your time because you are able to get the most impactful gift from the donors you are already speaking with.

The nonprofit professionals I work with crave clarity.  An actionable plan.  A step-by-step process, done for you, to increase confidence in legacy giving.  I work with nonprofit professionals all over the country to build strong, sustainable legacy giving programs.

I can easily do the same for you.

 Not everyone is ready to dive in deep to build a program NOW, but it is on the wish list. 

I get it… there may be competing priorities and not enough resources or staff.

But you know you need some help now – some coaching, some resources, some mentoring. Setting the stage now will increase your level of success for current and future development programs.

I hear from many of my clients: everyone is so busy, staffing is lean and no one can dedicate time needed to create a legacy program. They need a clear path to get to their legacy goal.

My clients have said:

 

The moment you begin working with Lori you're already ahead.  With her positive energy, Lori brings extensive fundraising knowledge and exceptional people skills to your team.  Her gracious manner and straight-forward counseling results in a partnership of trust.  In no time, Lori absorbs the intricacies of the nonprofit, and she is spot-on in delivering an action plan and materials that capture the organization's singularity.”

 Cheryl Kohn, Development Director

 

“Lori's accessible approach to Planned Giving has really helped our organization lay out a plan for building out a legacy giving program. What initially seemed like an overwhelming prospect was made doable and even exciting thanks to Lori's clear explanations, helpful examples, and readiness to answer questions. By participating in her online PG program, we've been able to create our initial PG plan and marketing materials, and use that foundation to communicate the vision and initial strategy to our board. Now we have board members committed to making legacy giving a new, important focus for our organization!"

 Beth Kander-Dauphin, Development Director

  

That is why I created the Legacy Power Hour.

 The Legacy Power Hour is a strategy session that is uniquely customized to your development program and nonprofit. It is designed for you take action now with a plan, not just learn concepts.

Your private session includes:

 ·      60 minutes of focused, 1:1 time with me via zoom

·      Pre-session survey and research to make the most of our time on the call.

·      A recording of our call for you to refer back to at your convenience

·      An email report formalizing our call and next step strategies for you

I am certain this call will narrow your focus and allow you to create new methods, or revitalize old ones, to incorporate legacy giving into your program with ease.  You will walk away with a clear and actionable plan you can implement immediately to see results. If not, I will work with you until you do – guaranteed.

Here’s what happens next:

1.    Click below to reserve your spot.  You will be brought to a secure checkout.

2.    Reserve a private strategy session with me through a link on my calendar.  Pick a time that works best for you!

3.    Fill out the online form about your current fundraising efforts and your legacy giving goals.  I will review and strategize before our call.

Our calls are confidential.  Your results will scream volumes!