We all try to prioritize our time in ways that best support the mission and work of our organization. Planned giving is a long-term strategy that can help us do this while also minimizing time spent fundraising. In this webinar, Ellie Stanley will provide clear, easy strategies that any organization can use to increase planned gifts. With a small time commitment and a bit of attention and consistency, you can grow legacy giving during the generational transfer of $150 billion dollars of wealth that’s happening right now.
Having a short document with commonly asked questions about legacy giving to share with prospects and financial advisors is one of the most important things you can do to promote your legacy giving program. This one piece will give people all of the information they need to move forward in making a high-value legacy gift to your worthy cause.