Loyal donors and the path to nonprofit sustainability -- Transforming old habits into new strategies -- Assumptions that mean success or failure -- It's valuable to make your own plans first -- A reason to give: inspiration and the donor experience -- The four steps to create a stream of gifts -- Step 1: setting the stage for legacy gifts -- Step 2: building trust and credibility -- Step 3: the tipping point -- Step 4: putting it to work: going public -- Integrating legacy gifts into daily work -- Gift tools -- Advisors moving to center stage -- Transparency and ethics.
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"The Power of Legacy and Planned Gifts provides practical knowledge and tools nonprofits need to connect with loyal donors, resulting in a stream of future income that will sustain and advance their mission. Filled with illustrative real-world examples and cases, as well as worksheets to guide the reader, the book details a simple, multi-stage process for nonprofits to build a pipeline of future bequest income and offers donors perspective on making their gifts in a way that will best accomplish their goals."--BOOK JACKET.