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Planned Giving 101: Laying the Foundation
The first steps towards building your nonprofit’s Legacy Giving Program

What you will learn

Understand the different types of planned gifts that “Anyone Can Make”

Develop a basic framework for your planned giving program

Identify your main planned giving prospects

Promote your planned giving program effectively

By the end of this class, you’ll have the tools and knowledge to lay the groundwork for a successful planned giving program for your nonprofit.


Do you want to create a sustainable source of funding for your nonprofit organization?

Can you imagine having your organization written into someone’s will?

Just think of the incredible impact that could have for your nonprofit.

According to a study conducted by the National Committee on Planned Giving, the median size of a charitable bequest in the United States was $35,000. However, it’s important to note that this is just a median figure, and there is a wide range of bequest sizes. Some bequests can be significantly larger, while others may be much smaller.

Not all planned giving donors will be major donors, but all planned gifts are major gifts.

If you feel intimidated by the idea of building out a planned giving program, I’m here to tell you that it can actually be really, really simple. You don’t have to be the “expert” or know a lot about estate planning or taxes… you just need to give your donors the information they need in a really simple, easy-to-understand way.

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That’s where this course comes in.

Planned giving, sometimes referred to as legacy giving, is a powerful tool for nonprofits to create a lasting impact. In this course, you’ll learn how to develop a basic framework for your planned giving program and how to identify your main planned giving prospects. You’ll also discover the different types of planned gifts that anyone can make and the steps to take to begin promoting your program.

This course is designed for nonprofit founders, fundraisers, volunteers, and anyone interested in planned giving. With this course, you’ll gain the tools and knowledge to build a foundation for your planned giving program and give your donors what they need to leave a lasting legacy that reflects their values and impact.

By the end of this course, you’ll understand the basics of planned giving and know how to lay the groundwork for your own program. You’ll receive the language to use on your website and you’ll build a brochure for your program in one of the lessons.

It is my goal to help you feel confident as you begin laying the groundwork for your nonprofit’s planned giving program.

Enroll in Planned Giving 101: Laying the Groundwork for Planned Giving and start building a lasting legacy for your cause or community today.




Welcome & objectives
Are all Legacy Gifts made after death?
Training Objectives
Types of Gifts
Make it Known: The Landing Page
Easy-to-use sample language
Elevating the Framework
Who will likely make a planned gift? Profiles of planned gift donors.
Promote your program!
Your Legacy Giving Brochure: Let’s Create it Together!
Recap and Review