Planned Giving & Legacy Fundraising For Nonprofits
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 688 MB
Build a Planned Giving and Bequest Program to Cultivate Legacy Donors and Secure Long-Term Nonprofit Funding.
What you'll learn
Assess organizational readiness and build the infrastructure for a sustainable planned giving program
Explain the key types of planned gifts and match each to the right donor situation
Identify and cultivate top planned giving prospects from your existing donor database
Create donor-focused marketing materials, website content, and educational events that generate commitments
Navigate federal tax benefits, state regulations, and compliance requirements for planned gifts
Track program performance using leading and lagging metrics that demonstrate ROI to leadership
Requirements
No prerequisites are required.
Description
"This course contains the use of artificial intelligence."
Planned gifts - bequests, charitable trusts, gift annuities, and retirement account designations - represent the single largest untapped revenue source for most nonprofit organizations. Studies show one in twenty donors would consider a bequest if simply asked, yet most organizations never start that conversation.
This course gives nonprofit development professionals a complete, practical framework for launching or strengthening a planned giving program. You will learn how to assess your organization's readiness, define staff roles, engage your board, and establish the gift acceptance policies that protect both your organization and your donors.
From there, you'll master the four main categories of planned gifts - bequests, charitable remainder and lead trusts, gift annuities, and life insurance and retirement account gifts - and learn how to match the right giving vehicle to each donor's financial situation and legacy goals.
The course covers the entire donor lifecycle, including how to identify your best prospects from your existing database, cultivate authentic long-term relationships, and develop marketing materials and educational events that inspire action without pressure. You'll also gain a working understanding of the federal tax benefits and state-specific regulations that make planned gifts attractive to donors and their advisors.
Additional modules address gift administration and stewardship, building referral networks with estate planning attorneys and financial advisors, and tracking the key performance indicators that prove your program's value to organizational leadership.
By the end of this course, you'll have a practical roadmap, ready-to-use templates, and the confidence to begin meaningful legacy conversations with your donors.
Who this course is for
Nonprofit development directors and fundraising staff adding planned giving to their responsibilities
Dedicated planned giving officers seeking a structured program framework
Executive directors and board members responsible for long-term fundraising strategy
Professional advisors (attorneys, CPAs, financial planners) who counsel clients on charitable estate planning
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