How to Launch a Legacy Program for Planned Giving

Posted by La Salle Nonprofit Center on April 17, 2017

How to Launch a Legacy Program for Planned Giving

Most people are uncomfortable talking about death, making Planned Giving, or Legacy Giving as it is becoming more popularly known, one of the oft-neglected tools of a development office.

As the population ages, there’s no better time to start having discussions about estate gifts. The economy further reinforces this message, demonstrating the importance of deferred gifts as a potential hedge against a volatile economy. All of these make a strong case to implement Legacy Giving, allowing individuals of any means to support your organization for years to come, while also fulfilling their own financial goals, objectives and personal wishes. Terms like Charitable Gift Annuities, Charitable Remainder and Lead Trusts, Life Insurance, Retirement Accounts, Life Estate and Donor Advised Funds are intimidating, which is why Legacy Giving is often something perpetually on the development officer’s “to do” list. It’s such a specialized topic that it is often missing from the fundraiser’s curriculum and prior experience and thus without this knowledge, we lack the confidence to go forward.

This class demystifies the various planned giving techniques and vehicles. With this knowledge, you can thoughtfully decide what will work for your organization, under the guidance of an experienced development leader. After reviewing the various gift vehicles, you’ll see how to implement a planned giving program easily and with little overhead. Make sure your organization is prepared to respond to potential Legacy Giving donors and not missing out on great opportunities.

When, Where & How Much? May 3, 2017, 9 am to 4 pm,
Duane Morris, LLP – 30 S. 17th Street, 12th Floor, Philadelphia,
$129 for Members/$159 for Non-Members


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