Bequests totaled $42.7 billion in 2023, and legacy giving is holding steady even as overall donations are dwindling.
How can you set up a successful planned giving program and steward supporters in meaningful ways?
There’s still time to join us today at 2 PM ET for the webinar Steps to Take to Build a Planned Giving Program to learn from two veteran fundraisers at two different organizations that have cracked the code of planned giving: a university that has increased its legacy society membership by nearly 8 percent since 2020, and an environmental group that increased planned gifts from roughly $2 million in annual revenue to approximately $8 million in recent years.
You'll learn:
Key elements of a strong program
Proven ways to promote legacy gifts
Tips for creating a successful legacy society
Plus, they’ll share proven strategies, including how to make it easy for donors to state their intentions, and how to keep supporters engaged, so they don’t revoke their gifts.
This session will include live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 202-466-1032.
This session qualifies for 1.25 CFRE credits and is produced with support from FreeWill.
