A bequest program is an important source of revenue for every organization but many don't have one because they don't know where to start.This workshop is designed for nonprofit executive directors and development professionals who want to learn the practical applications of launching a legacy giving program focused on bequests in order to secure future revenue for their organizations.

Key Takeaways:

Attendees will learn a step-by-step method of 4 key areas to focus on to build their programs, including the proper legacy giving marketing message,
segmentation of existing donors to uncover legacy giving prospects, and
the systems and policies to have in place in order to create a program and reduce overwhelm.

This workshop will be presented by Lori Kranczer, Founder of Everyday Planned Giving

Participants who complete the post-session evaluation can recieve a PDF copy of the presentation.

Area of Excellence: Fundraising and Resource Development

Not sure if your organization is a member? Check out our member directory. If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Please Note: This meeting is open to staff and board members of current Nonprofit New York member organizations and non-member organizations. Organizations may send more than one individual to participate, HOWEVER if the event sells out registration may be limited to ONE person per organization due to space constraints.

If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Refund policy: Registrants who cancel their registration on or before 1 week will receive a full refund. Those who cancel on or before DAY PRIOR will receive a 50% refund. No refund will be made for cancellations made on or after DAY OF. All cancellations must be submitted in writing.

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Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. Please also be advised that the event will be recorded by Nonprofit New York. By enrolling for this event, you hereby: (1) give consent for Nonprofit New York or any third parties to use your photograph or image in its print, online and video publications; (2) release Nonprofit New York, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Learning & Resources Manager, Alexa Salamé, at asalame@nonprofitnewyork.org.

4 Steps to Create a Successful Bequest Program