Legacy Conversations
They weren't asked
What is the #1 reason people don't leave a legacy?
Educate, Cultivate, Ask for Support, Steward
What is the purpose of legacy marketing?
Donor's know they matter
What is great stewardship?
Arrangements that ensure a donor's legacy gift will be received by your organization
What is formalization?
Integrate into board activities and keep legacy team motivated
What are the first two steps towards sustaining your legacy initiative?
To give the donor the opportunity to do something significant during their lifetime
What is the reason we have legacy conversations?
Like Israel's drip irrigation system
What is one way to think of legacy marketing?
Appreciation, Gratitude, Keeps Engaged, Reminds made a good investment
What is legacy donor stewardship?
Will, Trust, Retirement Account or Life Insurance Policy
What are four ways donors can legally put their legacy commitment in place?
Recruitment of new legacy team members
What is something you should do each year to maintain your legacy team?
Smile, Thank, Share, Schedule
What are the steps for scheduling a legacy conversation appointment?
Ads, Ribbons, Pins, Endowmints
What are the marketing resources HGF provides?
Care, Share, Invite, Honor
What are the four different ways Life & Legacy recommends you steward your donors each year?
Philanthropic wishes, heir's clarity, increases your chances of receiving their gift
Why is it important to move donors to formalize their legacy commitment?
Longtime loyal donors, members, volunteers
Who are the best legacy prospects?
Ask Questions and Listen
What is the best way to uncover a potential legacy donor's connection to your organization?
Be remembered forever by the Jewish community with a gift in your will, trust, retirement account or life insurance policy
A prompt, meaningful, thoughtfully composed and personalized thank you note
What is the one thing donors have identified that organizations can do to motivate them to remain loyal and increase their giving over time?
Thank, Ask, Make it easy, Encourage gently
What are the four steps to move a donor from a letter of intent to a legally formalized gift?
Staff and board members are enthusiastic about asking donors for financial support
What is a key component of establishing an organizational culture of philanthropy?
Being quiet
What is the hardest part of having a legacy conversation?
Donor Testimonials
What is one form of marketing that is also donor stewardship?
Acknowledge Donors, Efficient Back Office, Financially Responsible
What are the elements of effective stewardship?
Effective Stewardship
Financial Stability
What is the main purpose of a legacy initiative?