Do you want to leverage a match in a unique way that fills the pipeline with multi-figure future gifts? Do you need to create urgency around your planned giving program? Are you looking for an easy way to start planned giving conversations with your donors?
You’re invited to join an experienced arts fundraiser as she shares the successful implementation of a planned giving challenge match, doubling the size of their legacy society in just three years and generating millions in new commitments. You’ll explore the mechanics of structuring a legacy challenge match, effective messaging strategies, timelines, tips for securing leadership buy-in, and lessons learned from the journey.
You’ll walk away understanding that by linking a major cash gift to your planned giving initiative as a challenge match, you create compelling reasons to engage with a broader donor base and instill a sense of urgency among prospective legacy donors who may be stalled in their decision-making process.
Learning Objectives:
Understand the importance of planned diving and a proven, novel strategy for increasing engagement
Implement a successful planned giving match at your organization, using tips on how to find match donors, marketing strategies, timelines, and metrics for success
Adjust and scale the strategies you gain to reap success at your nonprofit organization
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