How to Build Out Your Planned Giving Program: Data Segmentation, Marketing, and How to Talk to Donors About Legacy Gifts

Nonprofit Learning Lab is offering “How to Build Out Your Planned Giving Program: Data Segmentation, Marketing, and How to Talk to Donors About Legacy Gifts”:

“Planned giving is one of the most effective ways for nonprofits to secure long-term sustainability, yet many organizations don’t know where to begin. In this workshop, we’ll start by exploring how to use data segmentation to identify and prioritize potential planned giving prospects. We’ll review practical marketing strategies that help you introduce legacy giving opportunities in ways that resonate with your donors. From there, we’ll break down the variety of appreciated non-cash assets that can be included in your Gift Acceptance Policy and how to decide which options make sense for your organization. You’ll also learn how to confidently talk with both professional advisors and donors about legacy gifts and the role they can play in advancing your mission. By the end, participants will have concrete steps for building out or strengthening a planned giving program that generates major income and lasting impact.”