Do you know what endowments are and how they work? The majority of fundraisers don’t. And if you’re in that group, you just demoted yourself. Gain respect, establish authority with this valuable informational. (Understanding endowments, pol…
After you click on the Download button below, please check your downloads folder for the document. This is a Microsoft Word file. Join the top 1% today. We see things through a different lens — and soon, you will, too. How to Survive and Th…
Join the top 1% today. We see things through a different lens — and soon, you will, too. Empower your donors to plan their will and invest their legacy in the cause they support the most. Planned giving marketing downloads and back-office t…
Comprehensive booklet which includes a foldout gift comparison chart. Any planned gift is a major gift. Educate everyone. Inform donors how planned gifts work. Often used to distribute at Legacy Society events. (Note: Images and sample page…
For the Smaller Shop Establish Your Online Presence Overnight The Legacy Micro Planned Giving Website is an excellent solution for smaller shops and nonprofits with limited resources. Even if your organization has temporarily placed planned…
Before Committing to Consulting, Let’s Talk—For Free! Take advantage of a complimentary, 30-minute consultation with Jonathan Gudema, Esq., a seasoned philanthropic strategist with over 30 years of experience. Ask any question, discuss your…
This Quick Sheet provides a visual summary on how a Charitable Gift Annuity works. The complete set of 15 gift plans can be purchased here. Use it as a leave-behind or in the back of your Ways-of-Giving brochure, or mail one out with your n…
This Quick Sheet provides a visual summary on how a Mineral Rights works. The complete set of 15 gift plans can be purchased here. Use it as a leave-behind or in the back of your Ways-of-Giving brochure, or mail one out with your notes. You…
Similar to LegalZoom, Giving Docs and Freewill, our online will planner – LegacyPlanner™ Lite – serves the same function. It is your “Bequest Machine.” Motivate donors to plan their will and invest their legacy in the cause they support the…
This module is perfect for the executive who understands that planned giving is a people business. It’s a compelling, donor-centered toolkit with an “Outcomes-Based” guiding principle. It gives you the tools and steps to allow you to proact…
Everyone on your team should have an idea what planned giving is about. This small booklet will enable staff members to “begin” a conversation and make donors feel comfortable that there is a team behind their philanthropic efforts. Limit:
Are your donors “older?” Read on. This is a great tool bringing back the days of nostalgia. Sometimes, “what is old is new again.” People are yearning for simpler times, and are hungry for nostalgia. And it doesn’t get much more nostalgic t…