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Legacy Giving
Legacy gifts often come from loyal donors who have given quietly for years. We help you start the conversation with care, and build a program that welcomes those gifts and recognizes the people behind them.
A name worth setting in bronze
The Your Organization Legacy Society
- A Friend of the Mission
- In Loving Memory
- Founding Members
- Anonymous, with Gratitude
Whose promise carries the mission forward
A legacy society honors donors in bronze during their lifetimes. Nothing you type is saved.
Who it’s for
- Organizations with loyal, long-time donors and no legacy program yet.
- Teams unsure how to start the conversation about bequests.
- Programs that want to thank legacy donors during their lifetimes.
What we deliver
A thoughtful planned giving program that honors your most committed supporters.
Program launch
Policies, simple materials and a plan to begin the conversation.
Bequest marketing
Gentle, recurring invitations to remember your organization.
Legacy society
Recognition that thanks donors during their lifetimes.
Donor conversations
Preparing staff to talk about legacy gifts with confidence.
Working together
Side by side, step by step.
Prepare
Simple policies and language your team is comfortable with.
Invite
Gentle, recurring mentions in the places donors already read.
Listen
Warm conversations with donors who want to talk.
Honor
A legacy society that thanks people while they are here.
The result
Your most devoted donors know how to make your mission part of their legacy.
Common questions
Good to know.
Is legacy giving only for large organizations?
No. Many legacy gifts come from loyal donors to small, local organizations.
Do you give legal or tax advice?
No. We help you invite and steward legacy gifts, and encourage donors to speak with their own advisors.
Where do we start?
Usually with a short statement, a line in your materials and a list of your most loyal donors.
Talk through legacy with our team.
Share what you are working on and we will suggest a sensible first step.
Contact us about Legacy Giving