Imagine the day when you walk into a meeting with the chair of the board for your organization and you confidently report that there are legacy expectancies in your fundraising pipeline.
“Yes,” you say, “I have met with the donors, I know their wishes and I have a good idea of what to expect. Yes, I have a plan in place to recognize them and ensure the gift stays in in their estate plans.”
“Wow,” says the board chair, “Well, with this future security, we ought to think of the programs and future innovations that will further our mission.”
“Exactly,” you say, “because I’m about to approach even more donors about putting us in their estate plans, and I’d love to be able to tell them about the kinds of things that might be possible.”