How to Cultivate Donor Relationships Through Meaning Legacy Planning
In 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)