Does your organization need a legacy society? And how do you go about starting one? These programs can have a huge impact and will help you better serve your donors by giving them an opportunity to do even more for the causes they care about.
In this podcast episode, Bob Shafis, our Director of Planned Giving Services at Veritus, talks with Richard and Jeff about what to consider when setting up a planned giving society to ensure your success.
Learn more about creating a legacy society or planned giving program in our FREE White Paper, “How to Start a Successful Planned Giving Program.” You can download your copy here.
Show Highlights: In this episode, you’ll learn about…
· Factors to consider before you create a legacy society
· The measurable benefits of planned giving programs
· Choosing a name for your society
· Setting up different giving options for legacy donors
· Creating a recognition plan and benefits for society members
· Charter membership drives
· Keeping a long-term view (be patient!)
Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, planned giving, developing compelling donor offers, and strategic leadership and organizational development. You can learn more about we can partner with you at www.VeritusGroup.com.
