Ten Key Legacy Dreams to Explore With Your Donors

For planned giving professionals, successful solicitation of potential donors involves more than just uncovering a person’s level of wealth and interest in your organization. It also entails knowing what motivates donors to make meaningful philanthropic gifts.

While it may not show up on the job description, discovering your donors’ legacy dreams is one of your significant planned giving responsibilities. By acquiring such knowledge, you can then better understand how to communicate with donors so as to encourage their heartfelt philanthropic impulse.

Many people may give to the same organization or to similar causes, but they likely have different reasons for doing so. Below are five legacy motivators to explore with donors as they contemplate supporting your organization. We’ll continue this topic with additional legacy dreams in Part II.

Three Simple Ways to Encourage Donor Gifts

Like most things in life, philanthropy is learned. While people may readily appreciate your organization and the work that you do, they may not fully realize that planned giving can allow them to create and achieve visionary philanthropic goals, which they might have assumed was only for “rich philanthropists.” They also may not know how various charitable gift options work to benefit both their family and your organization.

How can you convey the importance of philanthropy to your potential donors and motivate them to make charitable gifts? Below are three sure proof, simple methods.

How to Ensure Your Legacy Society Events Hit the Mark

A legacy society is a wonderful way to recognize and thank donors for their contributions to your organization. For many people, legacy society gatherings also serve as a means to form lasting friendships. These social bonds can greatly strengthen your planned-giving program. As your legacy society grows and flourishes, it then draws a greater number of new members. How can you enhance your legacy society and bolster membership?