Investing in the Future: Planned Giving Strategies to Build Legacy Gifts

Many individuals look ahead to their future with the intent of leaving an inheritance, and large numbers likewise are eager to support their favorite charities within their estate plans once friends and family are provided for.

Yet across charitable giving markets, the greatest barrier to not receiving legacy or planned gifts is a lack of strategy, communication, and solicitation. Benefiting from planned gifts requires careful planning and preparation, including a level of comfort to have legacy gift conversations with your donors. As we live through the greatest wealth transfer in history from the Baby Boomer generation, legacy gifts to charitable organizations are more important now than ever — and we are here to make sure you don’t miss this incredible opportunity.