How to Cultivate Donor Relationships Through Meaning Legacy Planning
CFRE approved for 1.25 creditsIn this session, legacy planning expert Laura A. Roser shares how to make non-financial estate planning (passing on beliefs, wisdom and experiences) a part of your fundraising process and provide donors with tools to define their giving vision, values, and stories and plan a more meaningful legacy.

A legacy approach enables you to deepen donor relationships, attach more emotional significance to a donor's gift, and involve their family in the process.

You will learn:

  • Why most estate plans are not “philanthropic friendly” and what to do about it.
  • The seven components of a comprehensive legacy.
  • How Meaning Legacy planning can attract sophisticated donors.
  • Ways to help donors authentically connect with their purpose and your cause.

Additional Materials for Legacy Development for Nonprofits

Download the audio here: Legacy Development for Nonprofits (MP3)

Download the slides here: Legacy Development for Nonprofits (PDF)