Free Educational Webinar
Gone are the days of adding a legacy conversation or marketing piece here or there and expect to see stellar results. Nonprofit professionals can take control of their legacy giving program and with the proper actions to build a pipeline of gifts.
This training will cover:
- The framework of an effective case statement.
- How to use it to direct all your marketing initiatives.
- How to have deeper conversations with donors.
- Aligning your board and staff with your organization’s future vision.
You’ll come away with the tools to create your own case statement, legacy giving conversation prompts and ideas to train your staff and board around legacy.
About the presenter
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. She partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future.
Lori has over 19 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.