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Topic

Legacy Giving at Ages and Stages: How to Get the Right Balance for Your Donors

Description

Legacy giving is a must for every organization, but it is so much more than posting something on your website.

If you want more true engagement with your donors you need to speak to them where they are in their age and stage of life.

Join Lori Kranczer, legacy giving expert and philanthropic advisor, to go over the ways to address a donor's interest in legacy giving and how to have a conversation that brings out what the donor values to match to the best legacy giving options for them.

By participating in this session you will learn how:

- to identify the different stages of a donor's life to address their legacy interest
- to match possible gift vehicles with your donor's interest
- to lead your donor through the legacy conversation
- to track, and shorten, the nurture to close gift timeline

This webinar will be recorded for future viewing. If you can't make it, go ahead and register anyway. You'll receive the recording a little later.

>> THIS WEBINAR WILL BE LIMITED TO 1,000 LIVE ATTENDEES <<

Time

Dec 3, 2020 03:00 PM in Eastern Time (US and Canada)

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Speakers

Lori Kranczer

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. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future. Lori has over 20 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.

Steven Shattuck

Host @Bloomerang

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Message preview	Hi there, You are invited to a Zoom webinar. When: Dec 3, 2020 03:00 PM Eastern Time (US and Canada) Topic: Legacy Giving at Ages and Stages: How to Get the Right Balance for Your Donors Register in advance for this webinar: https://zoom.us/webinar/register/WN_o7sf2MauSx2rzihoGHsTxw After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Lori Kranczer (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. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future. Lori has over 20 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. Steven Shattuck (Host @Bloomerang)

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