Presentation Summary: Legacy Societies (recognition groups for planned giving donors) not only provide a means to thank your committed PG donors, they provide a number of useful tools for you to enhance donor commitment, build deep relationships and provide a means to increase both current and future giving. If your religious nonprofit or congregation has struggled to start or maintain one, this workshop will help guide you with ideas for impactful events while keeping costs low, examples of challenges and successes, and tips for how to ensure these efforts last for years to come and retain leadership support.
Learning Objectives:
Ensure your legacy society can serve multiple development goals for current and future giving
Maintain a legacy society as you both cultivate new relationships and sustain existing ones
Access tools for creating and maintaining your legacy society
