Planned Giving Program with Bruce Temkin

The answer is an emphatic YES—and we’re here to help you get started.

We’re in the midst of the Great Wealth Transfer, with an estimated $87 trillion in assets expected to be transferred in the next 20 years. Is your nonprofit ready to seize this historic opportunity?

The ROI on planned gifts is enormous. They’re often the largest gifts your organization will ever receive, and they almost always provide unrestricted general operating support—the lifeblood of any nonprofit.

Here’s proof: One nonprofit, after implementing a comprehensive planned giving strategy, received a $1.2 million bequest from a donor who never gave more than $75 per year! Your best planned giving prospects are already sitting in your database.

We can help you identify them, inspire them, and steward them to ensure your mission thrives for decades to come.

What is Planned Giving?

Planned giving (or legacy giving) allows your donors to make impactful gifts—often the largest of their lifetimes—and best of all, it costs them nothing.

When should I start?

Now. Building a planned giving culture takes time, and the sooner you start, the greater your long-term impact.

Where can I learn more?

Right here, right now! Explore the resources, strategies, and coaching designed to make planned giving accessible and achievable for your organization.

We are giving you three options to jumpstart your Planned Giving program:

OPTION 1:

DIY Planned Giving Starter Kit ($299) – special rate of $259 until Thursday night!

Core Document Bundle - the 7 documents you need to jump start a planned giving program in 90 days. You’ll get simple and understandable language for your website, and tools to respond to donor inquiries about planned giving.
These are the essential tools you need to kickstart your planned giving program. Email support – weekly emails answer to your planned giving questions (good for 3 months from the date of purchase). Access to today’s training for the next 3 months.
Don’t let your organization miss out on Planned Gifts!

OPTION 2:

Planned Giving Accelerator Kit: Includes Personalized support ($999):

All of the above plus:

Bundle of 4 additional tools that will help you promote immediate planned gifts, and take advantage of the surge in assets among your donors. The bundle includes how to encourage and acknowledge stock giving and IRA gifts. These tools will help you feel far more confident in uncovering new ways to bring in immediate giving, while uncovering your best planned giving prospects.
One 1-hour implementation session: in-person or Zoom meeting to give individualized support and recommendations to improve or launch your planned giving efforts. Get coaching, insights and tips from an expert to make sure you turbocharge your planned giving program. Planned

OPTION 3:

Giving Advanced kit: Includes double the personalized support ($1799):

All of the above plus:

One template of a legacy mailing to send out to your planned giving prospects (email and mail versions) to encourage donors to consider including your organization in their legacy plans. One additional 1-hour implementation session to help you create your Planned Giving program in 90 days.
Have peace of mind that Bruce himself will be your co-pilot, helping you launch and run your planned giving program. This allows even more personalized collaboration to guarantee your success.

“We received a $1.2M estate notification from a donor who gave $75/year for 31 years! Without your guidance and strategy, we never would have known who to approach and how to talk with them. “

- Eugene Lovendusky, Individual and Planned Giving Manager, NYC’s LGBT Center

“We are seeing gifts–big gifts-from donors we never would have suspected. “

-Nicole Kotzen, Friends of the High Line

“You were right: adapting our language to encourage gifts of assets enabled us to bring in around $50K in stock gifts from a dozen or so donors over the holidays, plus we had a handful of planned giving inquiries!”

-Reynaldi Lolong, Sesame Workshop

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