Building Lasting Legacies II: Engage Planned Donors through Legacy Societies

Una Osili & Claudine Donikian
 
In this session, presenters will share findings and implications from the second and third phases of new research on planned giving. This research seeks to explore the profile of legacy society members and identify effective stewardship strategies for planned giving. Building on findings from the first phase, we are analyzing recently available legacy society membership data on actual bequest decisions from universities located in different geographic regions in the U.S, which allows us to compare the patterns of legacy society members and their planned giving among universities with different planned giving programs. In addition, we are conducting interviews with legacy society members and university staff to explore the donor’s “path” to join in a legacy society, and institution strategies and practices. Findings from the study will offer implications to help nonprofit professionals more effectively engage current and potential members of legacy societies.
 
Learning Objectives: 
1. Explore the profile of legacy society members and their planned giving behavior.
2. Understand the donor’s “path” to join in a legacy society.
3. Recommend stewardship and communication strategies to engage planned donors through legacy societies.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit 
 
Conference Year: 
NCPP 2015
Price: 
$30.00
Event Type: 
Conference Session
Purchase Type: 
Individual
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