059 - How Does My Nonprofit Get Started with Legacy Giving?

Why Your Small Nonprofit Is Missing Out on $50,000+ Legacy Gifts (And How to Fix It)

Transform your AI results from bland to brilliant. NonprofitPrompt provides sector-specific prompts that turn ChatGPT and Claude into your most effective fundraising tool. Created for nonprofit professionals who need content that converts. Get a free account at https://nonprofitprompt.com

A 78-year-old woman walks into your office and says she wants to put your organization in her will. Your heart races—then panic sets in because you have absolutely no idea what to tell her.

This actually happened to Jennifer, executive director of a small literacy nonprofit in Boise. Her organization just received an unexpected $85,000 bequest from a donor they'd never even heard of—someone who had been quietly reading their newsletters for years and decided to leave them money in her will.

Here's the shocking truth: Most small nonprofits think legacy giving is only for large organizations with dedicated staff and wealthy donors. They're completely wrong.

In this episode, you'll discover:

✅ Why modest $50-100 annual donors are leaving $200,000+ bequests (and how to identify them)

✅ The 7 simple strategies that make planned giving work for small nonprofits without hiring specialists or spending money you don't have

✅ The biggest barrier to legacy gifts (hint: it's not donor capacity—it's organizational fear)

✅ Exact language you can use immediately in newsletters and thank-you letters to plant the planned giving seed

✅ How one small historical society identified 12 planned gift commitments in 3 years and increased annual giving by 40%

The reality check: Legacy gifts aren't about wealthy donors—they're about committed donors who want their values to outlive them. And your most loyal supporters are making estate plans right now without ever being asked to consider your organization.

Stop leaving transformational gifts on the table. This episode gives you everything you need to start meaningful legacy giving conversations today—no legal expertise required.

Perfect for: Executive directors, development coordinators, and anyone at a small nonprofit who thinks planned giving is "too complicated" for their organization.