How it Works

Legacy Giving Building Blocks™ program focuses on a donor-centered methodology to solicit and close legacy gifts through the development of seven essential building blocks for your organization:

  • Mission, Endowment & Legacy Giving – Understanding why legacy gifts are important
  • Case –Articulating their meaning to your organization
  • Leadership –Effectively involving your board and staff
  • Prospects –Identifying and approaching the best supporters
  • Stewardship –Fostering and supporting relationships with those who commit
  • Communications and Marketing –Sharing your story about giving opportunities
  • Program Plan – Defining and building outcomes for sustainable revenue

Program Benefits / Outcomes / Materials

We provide the training, structure and resources needed to attract legacy gifts. With a time commitment of as little as a day per month of your time, we'll help you build a legacy giving program that engages your organization's leaders and supporters. Our approach will enable you to integrate legacy giving into your fundraising efforts and secure long-term support for your mission.

Benefits: Practical, user-friendly training with no previous knowledge or experience needed:

Easy to understand
No complicated terminology
Low cost/low time investment
All materials included
Tools to engage board, staff and supporters
Step-by-step plan
Program available 24/7
Easily customizable materials
Extensive resource articles
Realistic and achievable program goals

Outcomes: Enables organizations of any size to achieve meaningful results:

Culture of long-term philanthropic support
Legacy program infrastructure
Confidence to solicit legacy gifts
Program plan
Increased long-term support
Donor-focused communications
Board and staff ownership
Values-based stewardship

Materials: Includes fully customizable templates and materials:

Mission objectives and outcomes
Case statement
Leadership survey
Prospect identification criteria
Cultivation scripts and forms
Communication and marketing plans
Stewardship toolkit
Policy checklists
Planning tools
Program measurements
Sample gift language
And much, much more in our resource library

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