Planned giving is one of the most powerful—but often overlooked—fundraising strategies available to nonprofits. This playbook shows you how to launch and grow a successful program that deepens donor relationships and secures your organization’s long-term stability.
Inside, you’ll find:
- Practical frameworks to set goals, identify prospects, and build donor personas
- Engagement strategies to educate and inspire supporters across every channel
- Stewardship best practices to nurture lasting donor trust and loyalty
- Marketing guidance to share compelling stories that resonate with legacy-minded givers
- Compliance insights for navigating legal and financial considerations
- Metrics and tools to measure, scale, and sustain your program
Whether you’re starting from scratch or ready to expand, this guide equips you to inspire generosity today while building a legacy of impact for tomorrow.
