Planned giving is not just for large organizations. Even small nonprofits can build meaningful legacy giving programs that generate significant future support with a relatively modest investment of time and resources.
This presentation will provide an introduction to planned giving, including the most common types of legacy gifts. We will discuss why planned giving matters for smaller nonprofits, how to determine whether your organization is ready to begin a program, and the basic steps needed to establish and grow one. Participants will learn practical, low-cost strategies for identifying likely legacy donors, marketing planned giving opportunities, creating a Legacy Circle to recognize supporters, and stewarding donors who choose to include the organization in their estate plans.
Designed specifically for smaller nonprofits with limited staff and budgets, this session will offer realistic, actionable ideas for building a planned giving program that can help sustain your mission for years to come.