The Legacy Playbook Workshop

Planned giving isn’t just for major institutions or dedicated gift officers—it’s a critical fundraising strategy of long-term revenue for nonprofits of every size.

Join us for an actionable workshop where industry experts dive into the current landscape of legacy giving, practical ways to build or scale your program, and actionable data strategies to identify your best prospects.

Whether you are laying the groundwork for your first bequest or looking to optimize an existing program, you will walk away with insights to engage legacy donors and future-proof your organization.

• The State of Planned Giving: Trends, Demographics, and Data Signals:
  What does planned giving look like today, and who is actually making legacy gifts? In this opening session, we’ll explore key benchmark data, generational trends, and shifting donor behaviors surrounding legacy commitments. Discover what data points already live in your database—from age markers and giving longevity to predictive analytics like ProspectPoint custom predictive modeling and NXT Prospect Insights Pro—that can help you pinpoint high-potential legacy donors right now.

• Right-Sizing Your Program: Strategy, Segmentation, and Policies:
  You don’t need a dedicated planned giving officer to build a thriving legacy giving program. This session breaks down how to assess your database’s potential, consider appropriate gift acceptance policies, and segment your records for maximum impact. We’ll walk through the spectrum of planned giving programs—from minimal to full-fledged—so you can determine the right size, scale, and start-point for your organization.

• Tracking and Stewardship Considerations in Blackbaud Raiser’s Edge NXT
  Measuring planned gifts can be complex—especially when balancing revocable intentions with current stewardship needs. In this practical session, learn how to build and maintain an accurate planned gift inventory , prove program momentum to leadership, and steward planned gift donors even when gift size isn’t certain. We will also discuss how the latest Raiser’s Edge NXT® features and web view capabilities simplify planned giving program management and stewardship.