As the baby boomers age, and trillions are set to transfer between generations over the next several years, lots of charities know they need to get serious about seeking bequests and other planned gifts.
Here’s a collection of fundraising advice aimed at helping donors build a legacy — and organizations secure their future.
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Advice
Dos and Don’ts When Recognizing Planned Gifts
Here’s donor-relations advice for those just getting starting with planned gifts. -
Tool Kit
Getting Started With Planned Gifts
Key concepts, ideas, and resources to help your organization set up a planned-giving program. -
Advice
New to Planned Giving? Watch Out for These Common Pitfalls
What not to do when building a planned-giving program. -
Advice5 Ways to Inspire and Show Appreciation for Planned Gifts
Listen to build trust and help reveal donors’ motivations, focus on loyalty rather than wealth, and consider challenge grants. -
Advice
10 Easy Ways to Create a Strong Planned-Giving Appeal
Keep it short, make it personal, pay attention to appearances, and more. -
Advice
9 Lessons About Planned Giving That May Surprise You
Tips to help your nonprofit jump start its planned giving program. -
Advice
How Emily’s List Turned Donors’ Attention to Planned Giving
Sensing supporters’ curiosity about legacy gifts, the pro-choice political-action committee surveyed donors and adapted communications to draw more bequests. -
Advice
How One Nonprofit Formed a Planned-Giving Council and How You Can, Too
An advisory group can help manage bequests and planned gifts — and potentially build ties to wealthy prospective donors. -
Advice
The Nature Conservancy Reaps Big Gains From Nearly 40 Years of Planned-Giving
Nearly a quarter of the environmental charity’s donations each year come from bequests and other planned gifts, the result of decades of investment in training and personalization. -
News
$9 Trillion Will Transfer From Americans’ Estates, New Analysis Says
If 5 percent of inheritances are captured for philanthropy, 10 Gates Foundations could be created over the next decade, according to an exclusive report by the Center for Rural Entrepreneurship and Locus Impact Investing. -
Advice
Campaigns Aim to Capture Wealth Transfer in Shrinking Communities
A growing movement finds community foundations in rural and Rust Belt regions with declining populations asking donors to bequeath 5 percent of their estates for their hometowns.
