If your organization isn’t asking for planned gifts, you’re leaving significant funding on the table. This course gives you practical legacy fundraising training that shows you exactly how to build, launch, and grow a planned giving program — even if you’re starting from scratch.
You’ll learn how to identify the right donors, start meaningful conversations about estate gifts, and create the systems that keep your program running smoothly for years. From simple bequests to charitable remainder trusts, you’ll understand which gift types work best for different donors and how to explain them in plain language. This legacy fundraising training also covers the legal and tax basics you need to speak confidently with donors and their advisors, plus marketing strategies that educate rather than pressure.
What You Will Learn
This legacy fundraising training walks you through every stage of a planned giving program — from organizational readiness and board engagement to donor cultivation, gift administration, and stewardship. You’ll learn how to find your best prospects inside your existing donor base, build trust over time, and close gift commitments that can transform your organization’s long-term financial health.
You’ll also gain the tools to measure your program’s success, work with estate planning attorneys and financial advisors, and create marketing materials that connect donors to your mission. By the end of this course, you’ll have a clear action plan and the confidence to lead legacy fundraising training conversations with even your most loyal donors.
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