Legacy Giving 101

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Posted on 31 Mar 07:30 | by mitsumi | 2 views

Legacy Giving 101
Published 3/2023
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 586.18 MB | Duration: 0h 48m

Laying the Foundation for your Nonprofit's Planned Giving Program

What you'll learn
Understand the different types of planned gifts that "Anyone Can Make"
Develop a basic framework for your planned giving program
Identify your main planned giving prospects
Promote your planned giving program effectively
By the end of this class, you'll have the tools and knowledge to lay the groundwork for a successful planned giving program for your nonprofit.

Requirements
To take this class, you'll need a computer or mobile device with internet access. Additionally, you may find it helpful to have a pen and paper to take notes.
No prior knowledge of planned giving is required.

Description
Do you want to create a sustainable source of funding for your nonprofit organization? Are you looking for a way to secure long-term support for your cause or community? If so, then this course is for you.If you feel intimidated by the idea of building out a planned giving program, I'm here to tell you that it can actually be really, really simple. You don't have to be the "expert" or know a lot about estate planning or taxes... you just need to give your donors the information they need in a really simple, easy-to-understand way.That's where this course comes in. Planned giving, sometimes referred to as legacy giving, is a powerful tool for nonprofits to create a lasting impact. In this course, you'll learn how to develop a basic framework for your planned giving program and how to identify your main planned giving prospects. You'll also discover the different types of planned gifts that anyone can make and the steps to take to begin promoting your program.This course is designed for nonprofit founders, fundraisers, volunteers, and anyone interested in planned giving. With this course, you'll gain the tools and knowledge to build a strong foundation for your planned giving program and create opportunities for donors to leave a lasting legacy that reflects their values and impact.By the end of this course, you'll understand the basics of planned giving and know just how to lay the groundwork for your own program. You'll be able to confidently begin promoting your program to your supporters and creating a sustainable source of funding for your nonprofit organization.Enroll in Legacy Gifts 101: Laying the Groundwork for Planned Giving and start building a lasting legacy for your cause or community today.

Overview
Section 1: Introduction

Lecture 1 Welcome

Lecture 2 Welcome & objectives

Lecture 3 Are all Legacy Gifts made after death?

Lecture 4 Training Objectives

Lecture 5 Types of Gifts

Lecture 6 Make it Known: The Landing Page

Lecture 7 Easy-to-use sample language

Lecture 8 Elevating the Framework

Lecture 9 Who will likely make a planned gift? Profiles of planned gift donors.

Lecture 10 Promote your program!

Lecture 11 Your Legacy Giving Brochure: Let's Create it Together!

Lecture 12 Recap and Review

This class is geared towards nonprofit founders, fundraisers, volunteers, and anyone interested in building a strong planned giving program.

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