Legacy Giving Coaching

Recent data suggests that the average bequest ranges from $75,000 to 200 times the size of the donor's average annual gift.  On average, current giving from bequest donors doubles after a planned gift is in place. 

An organization is well-positioned to begin a legacy giving program if it has:

• a pool of loyal donors who have typically given at least 15 gifts during their lifetime
• an executive leader and board who are trusted and committed to investing in financial sustainability
• at least two people who are willing to champion the cause, learn the system, and lead the work 

 Developing your skill and expertise in legacy giving benefits:

• your donors. They have the ability and the desire to make these meaningful gifts, and need your help.
• your ministry. The people you serve depend on your organization and its financial sustainability.
• YOU. Your value in the fundraising marketplace takes an exponential leap if you have these skills.  And you leave a personal legacy for your organization when you create a pipeline of future gifts. 

The Legacy Giving Cohort Coaching program was created for already busy leaders to successfully learn and implement a legacy giving system for their nonprofit.

The time commitment you can expect includes:

• One monthly 60 minute group coaching call with Brenda and cohort members
• One monthly 30-minute private coaching call
• Approximately 15-20 minutes of video training a week.
• about 4 hours a month applying your learning - more if you're inspired!

In other words, if you can prioritize two hours a week - only 5% of a typical work week - you are capable of providing this incredible gift to your organization and everyone it serves!

We realize that while you may be convinced launching a legacy giving program is the right option for your nonprofit you may not be the one who makes financial decisions. 

If that’s the case, we’re offering a free call with Brenda for you and your financial decision-maker.

 It would be our privilege to answer any questions you and your financial decision-maker have so that you can feel confident about joining the upcoming cohort or finding a different opportunity.

Grab a time on Brenda’s calendar that works for both you and your financial decision-maker HERE.

The monthly cost over 12 months for the first participant is $596. Because we encourage two participants from each organization, the second participant receives a 50% discount. The total monthly cost for both participants is $894.  Organizations who enroll 2 persons and pay upfront  receive an additional 10% discount - a total cost of $9750.

Because a legacy giving program is primarily an investment in a future return, many nonprofits don’t pay for the legacy giving cohort coaching program from their annual operating budgets. 

Instead they typically invest in new legacy gifts using one of three alternate funding sources:

1. A recent bequest 
2. A reserve fund 
3. A distribution from their endowment fund