3 ways to tap into the power of legacy giving



If you’re like a lot of organizations, you could be missing out on one of the biggest opportunities for potentially transformational donations.


Asking donors to include a gift to your organization in their will.


I’ve been in your shoes, so I know how the refrain goes when you're talking to your CEO and board about planned giving – does this sound familiar?


“We don’t need the money in the future – we need the money RIGHT NOW.”


This is shortsighted thinking, and it’s holding a lot of charities back from realizing their fundraising potential.


I won’t throw a lot of numbers at you about Boomers and the billions of dollars of wealth that’s being transferred between generations, but I will ask you this.


Could your organization use a $30,000 gift?


Because that’s the average size of a bequest in Canada – and that’s the kind of money you’re leaving on the table if you’re not talking about legacy giving in your organization.


This week, I went live to talk about the practical steps you can take to tap into the power of legacy giving at your organization (spoiler alert - planned giving doesn’t need to be expensive, complicated, or time consuming!)


Highlights from the video:


2:00: Personal story of leaving a gift in my own will

4:41: Mindset around asking for gifts in wills

8:50: Number one tip

11:18: Tip #2

15:11: Tip #3

21:06: Willpower - amazing resource for Canadian fundraisers


Resources shared in the video:

Dr. Russel James: https://imarketsmart.com/russell-james/ Will Power: https://www.willpower.ca/

Catch the replay and leave all your questions and comments!

Emma Lewzey, CFRE is an award-winning fundraising expert

with 20+ years experience raising millions of dollars across the arts, education, health and human services sectors. If you want to raise more 5, 6 and even 7-figure donations your non-profit, you can download Emma’s free Blueprint for Major Gift Success, and learn the 4 crucial steps to raising big gifts (at any size shop!)

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