You're in the Will! Now What? Strategies That Lead to Larger Legacy and Lifetime Gifts

Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t work. So, what comes next? In this session, we’ll look at practical strategies that help to keep the gift plans in place. Next, we’ll see how to make the gifts dramatically larger. Finally, we’ll explore how to convert these legacy plans into lifetime gifts. Experimental research results and real-world practice point the way to a new source of fundraising success.