Join us in this session to understand the basics of legacy giving and how it can be easily added to your existing development program. Legacy giving options allow better engagement with your donors and provide dependable future revenue for your organization. Legacy giving is a natural companion to a major gift conversation and using the techniques that you will learn in this session will make the process seamless.

Learning Objectives:

  • Learn the basics of legacy giving
  • Create goals for legacy gifts within their existing program
  • Understand which donors are their best prospects
  • How to have the integrated ask – major gift + legacy giving in one conversation

Presenter Bio:

lori kranczer headshot image

Lori Kranczer believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future.

Lori has over 20 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals.