Ideas & BEST PRACTICES for Legacy Societies
Legacy society ideas & best practices.
It's one of the most popular round-table topics at meetings and conferences:
"What can we do with our legacy society? Do you have ideas for benefits? Do we need a pin?"
We put together a list of som best practices, for you to consider.
Your planned giving donors are special. How will you make them feel special?
Unique Legacy Image
Designing a unique image for your legacy society or circle promotes instant recognition and a sense of gravitas.
Special Benefits
Signature Piece of Jewelry
What do you offer your legacy society members? You can offer priority access to events, special invitations and more.
Signature Piece of Jewelry
Signature Piece of Jewelry
Signature Piece of Jewelry
We've help orgs design a pin, but just love Girl Scouts of the USA's Juliette Gordon Low Society pin. (not ours, fyi)
Materials, Guides & Forms
Signature Piece of Jewelry
Insider News & Information
Make sure you have all the legacy society essentials on hand. Ways to give guides, preference forms, etc.
Insider News & Information
Signature Piece of Jewelry
Insider News & Information
Insider communications with news & features are a great way to steward legacy (and other special) donors.
Presence at Your Org's Events
Donor Recognition & Stewardship
Presence at Your Org's Events
Reunions. volunteer luncheons and other events are perfect to promote planned giving and the legacy society.
Friendly Donor Features
Donor Recognition & Stewardship
Presence at Your Org's Events
Feature donors on existing platforms like social media. Donor stories communicate social proof & practicality.
Donor Recognition & Stewardship
Donor Recognition & Stewardship
Donor Recognition & Stewardship
Legacy members should receive top-tier treatment at events and personalized stewardship from development.
Legacy Society Services
Start a LEGACY SOCIETY
It's not difficult to start a legacy society, even with just a few known planned giving donors. You need a name, an image, benefits and essential materials like donor preference and gift intention forms.
Refresh a LEGACY Society
Do your legacy supporters feel appreciated? It's important to stay in touch to ensure your nonprofit stays in their plans. Also, we know identified legacy donors often make other significant gifts. Is your legacy society in tip-top shape? If you feel yours needs a glow-up, get in touch.
Do your planned giving donors feel appreciated?
We can help you make sure your nonprofit's planned giving stewardship and legacy society are in tip-top shape!