Legacy Giving 101:
The Foundations
Laying the Foundation for your Nonprofit's Planned Giving Program
Do you want to create a sustainable source of funding for your nonprofit organization? Are you looking for a way to secure long-term support for your cause or community? If so, then this course is for you.
If you feel intimidated by the idea of building out a planned giving program, I'm here to tell you that it can actually be really, really simple. You don't have to be the "expert" or know a lot about estate planning or taxes... you just need to give your donors the information they need in a really simple, easy-to-understand way.
That's where this course comes in.
Planned giving, sometimes referred to as legacy giving, is a powerful tool for nonprofits to create a lasting impact. In this course, you'll learn how to develop a basic framework for your planned giving program and how to identify your main planned giving prospects. You'll also discover the different types of planned gifts that anyone can make and the steps to take to begin promoting your program.
This course is designed for nonprofit founders, fundraisers, volunteers, and anyone interested in planned giving. With this course, you'll gain the tools and knowledge to build a strong foundation for your planned giving program and create opportunities for donors to leave a lasting legacy that reflects their values and impact.
By the end of this course, you'll understand the basics of planned giving and know just how to lay the groundwork for your own program. You'll be able to confidently begin promoting your program to your supporters and creating a sustainable source of funding for your nonprofit organization.
Example Curriculum
- Welcome and objectives (1:13)
- 2. Are all Legacy Gifts made after death (0:51)
- 3. Training Objectives (0:52)
- 4. Types of Gifts (6:40)
- 6. Make it Known- The Landing Page (4:09)
- 7. Easy-to-use sample language (5:40)
- 8. Elevating the Framework (1:45)
- 9. Who will likely make a planned gift Profiles of planned gift donors. (3:39)
- 10. Promote your program! (1:57)
- 11. Your Legacy Giving Brochure- Let’s Create it Together (17:08)
- 12. Recap and Review (1:07)
Instructor: Alison Clare Baldree, CFRE
I have been a leader in nonprofit development and fundraising for 12+ years. It's been a lot of fun and I have sharpened my fundraising and donor communications skills through a lot of hard work, learning from mistakes, and practicing all that I will be teaching you! I am so excited to share my tips and trips to empower you to raise more funds for your mission.
My credentials?
I am a CFRE (Certified Fundraising Executive) and CNP (Certified Nonprofit Professional), with a degree in Nonprofit Development. I have raised millions for organizations like the American Red Cross, American Cancer Society, Girl Scouts, and other smaller organizations across the country.
What I have found over the years is that many nonprofit organizations often struggle to raise funds. Not due to the lack of support and enthusiasm for their missions, but due to the lack of an organized, and donor center mission-centered fundraising plan… and not having cultivated a culture of philanthropy.
I founded my donor communications and nonprofit development agency, Alison Clare Philanthropy, in 2019 and am currently the Director of Fund Development for a domestic violence and sexual assault service agency in Midland, MI.
Over the years, I’ve helped nonprofits raise millions of dollars, engage their communities, and grow their missions.
Now? I am sharing my expertise with other nonprofits to help them and their missions thrive.
Are there any course requirements or prerequisites?
- No previous fundraising experience is required.
- You will need the desire to begin promoting planned giving for your nonprofit.
Who this course is for:
- Those new to planned giving.
- Fundraising professionals
- Development Directors
- Executive Directors
- Nonprofit CEO's
- Nonprofit Founders
- Board members helping with development