Moves Management: Start a Legacy Giving Program

Your donors are passionate about your cause and desire the leave a lasting impact. One way you can make your moves management more effective is to encourage legacy giving. Leaving a gift through a will or estate plan allows donors to designate future giving. Good candidates for legacy giving are donors are those who are most passionate, they tend give a monthly donation to nonprofit, are active volunteers or routinely factor your organization into their year end giving.

Here are two ways you can start to cultivate Legacy donors.

Donor Relationships: Start a Newsletter

Something simple you can do is target your passionate donors with a Legacy Giving Newsletter highlighting the moves management stage, stewardship.

In this newsletter you should highlight those donors who have included a gift in their plans. This is more than a donor thank you. Interest stories on how a legacy gift has furthered your organization mission is critical here. It’s the stories that matter. It is also important to include information on how others can start this process with your organization and the benefits of doing so.

Donor Retention Strategies: Set up a Legacy Club

The lasting impact on your fundraiser planning is ultimately why your donors want to leave a legacy gift, but it is important for them to feel valued by the organization. Setting up a Legacy Club with unique benefits gives your organization a consistent platform to thank your donors for their future plans and cultivate their current giving. A club is a great way to meet new donors through peer-to-peer fundraising.

Your donors want to create a legacy through your organization. Give them the opportunity to do this by setting up keeping them informed and setting up unique benefits to enhance donor retention. A legacy program is a great way to cultivate passionate donors and set up future giving.   

Julep is a fundraising platform that streamlines nonprofit moves management while helping you focus on what’s important — building and cultivating donor relationships. Schedule a demo today!