Start Legacy Giving without Hiring a Planning Giving Professional
You will learn:
- Three steps to strengthen your donor retention strategy to cultivate donors likely to make legacy gifts
- The six characteristics to identify which of your current donors are most likely to make legacy gifts
- Three of my favorite and most effective prompts for starting legacy giving conversations
- How to get your board’s support of and involvement in legacy giving
Inviting your first (or next) legacy gift is one click away!
Download the Presentation
Identify Your Best Legacy Giving Prospects
Download the six-characteristic checklist and start spending your time with the best prospects.
How to Write a Quality Thank You Note to Your Donors
You'll learn the three ingredients to increasing donors retention with exceptional thank you notes.
Legacy Giving: The Basics Course & Group Coaching
Learn how to invite legacy gifts in the time you have with the skills you're already good at.
Need a CFRE Credit?
Full participation in Start Legacy Giving without Hiring a Planned Giving Program for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
