Legacy giving refers to donations that supporters plan to give to your nonprofit after their passing. Legacy giving is also commonly referred to as planned giving as donors often plan these gifts years before they are distributed. During National Will Month, join us for this workshop to explore ways to imbue a legacy giving plan into your organization’s overall fundraising efforts. We’ll discuss the right time to launch such a program and ways to embrace the effort throughout the organization. You will leave with an easy, seven-step process to begin and maintain a legacy planning initiative.
Facilitated by Sharleen Wollach, Chief Impact Officer, Jewish Community Foundation of San Diego.
1 CFRE* credit.