Invest in Your Legacy Donors

Invest in Your Legacy Donors

When exploring the findings of our recent study, Leaving a Legacy: A New Look at Today’s Planned Giving Donors, we learned that the organizational relationship often impacts the donor’s decision to give a planned gift. Here are a few takeaways you may find...
Let’s Talk Legacy Gifts

Let’s Talk Legacy Gifts

I recently presented an in-depth study on today’s planned giving donors, and I’d love to highlight for you a few of the lessons we learned. Lesson #1: Tell Your Story! Why do donors decide to make legacy gifts? What are their motivations for planned...