Legacy Giving

Service Description

If you aren't looking to increase your donations through Legacy Gifts, you are missing out on the greatest fundraising opportunity. Start today! Bequests, Gifts of Securities/Donor Advised Funds, Life Insurance/RRSPs/RRIFs/TFSA. These are the vehicles donors can use to make a planned gift. That is the how. It is technical and typically includes professional advisors such as lawyers, accountants, wealth & insurance advisors. I can help with the WHY! I can evaluate if your charity is ready to begin a planned giving program or elevate your existing work. Once we determine that your charity will benefit, I can plan out your strategy including a marketing plan, critical path, policy framework and all other components then support your team through implementation. We can start in small increments within your budget then look ahead to what specific elements you will need expertise on. You may feel that the urgency for your charity is on donations today and have heard that planned gifts only come in the future. Not so. You need to lay the foundation and listen to your donors. Let's talk.