Legacy Giving Made Simple
Legacy Giving Made Simple
This webinar took place on August 25th and a recording is available.
This webinar took place on August 25th and a recording is available.
This recording is free to the public and available on-demand.
This recording is free to the public and available on-demand.
Here’s what you will learn:
Here’s what you will learn:
What Legacy Giving Actually Is
Forget the jargon. Jim Shapiro will walk you through legacy gifts in plain language, so you can talk about bequests, gift annuities, trusts, and IRA gifts as comfortably as you talk about a check.
Forget the jargon. Jim Shapiro will walk you through legacy gifts in plain language, so you can talk about bequests, gift annuities, trusts, and IRA gifts as comfortably as you talk about a check.
The Life Events That Signal a Donor Is Ready
Legacy conversations don't start with a marketing campaign. They start with a retirement, a death in the family, a sold business, an updated will. Jim will show you the specific moments to listen for in everyday donor conversations, and what to say when you hear one.
Legacy conversations don't start with a marketing campaign. They start with a retirement, a death in the family, a sold business, an updated will. Jim will show you the specific moments to listen for in everyday donor conversations, and what to say when you hear one.
The Three Things You Need in Place Before It Happens
You need simple bequest language you can hand a donor on the spot. You need one person on your team who owns the follow-up. And you need somewhere to send legal or tax questions you can't answer yourself. Jim will show you how to get all three in place, even if you're starting from nothing.
You need simple bequest language you can hand a donor on the spot. You need one person on your team who owns the follow-up. And you need somewhere to send legal or tax questions you can't answer yourself. Jim will show you how to get all three in place, even if you're starting from nothing.
Your Next 30 to 60 Days
You don't need a fully built program to get started. You'll leave with a short list of concrete next steps, whether your organization has never touched legacy giving or already has a few legacy donors you haven't formally recognized.
You don't need a fully built program to get started. You'll leave with a short list of concrete next steps, whether your organization has never touched legacy giving or already has a few legacy donors you haven't formally recognized.
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