A step-by-step playbook for finding legacy giving prospects already in your donor database, from loyalty filters to hand-raiser surveys and checkboxes.

The best planned giving strategies start with loyal donors, not wealthy ones. See the research, the timing, and how to make the board case for legacy giving.

Start a planned giving program in 7 steps: screen donors, pick a partner, plan a calendar, ask for bequests, start a legacy society, and track it all.

Learn how to approach planned giving naturally with your current donors. Discover who to talk to, what to say, and how small nonprofits can start legacy giving programs that turn $1,000 annual donors into transformational gifts—without the awkwardness.