Brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.
This is not a criticism. Just a fact. Become a resource to them.
Practical. Informative. Useful.
Over $250,000 worth of content in MS Word, templates and toolkits at your disposal.
Gift Acceptance Policy? Description of Lead Trusts? Need a template on a ways-of-giving brochure? It’s all here for you to download.
All of these can be purchased at PlannedGiving.Net. They are available free of charge for LegacyPRO Advantage clients (some exceptions apply).
All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser (and attorney) who has raised millions.
- Module 1: Website, Marketing, Outreach
- Module 2: Back Office Operations (all the forms you need to formalize your program)
- Module 3: Building Donor Relations (tools and forms)
Purchase the entire Box as a whole, or each module separately. More.
You do not need a Ph.D. All you need is Street Smarts. Look at what John Ready did at Valley Gives Back.
It’s true. Planned gifts can get complicated. That’s why we have professionals like Meredith Sossman, JD, Camilyn Leone, Esq., and Scott Janney on our team. And it’s a very good…
Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”
You have a planned giving program — that’s great! And you get those occasional gifts, and that’s great too. But you’re wondering if your donors know that you exist.