Philanthropic Planning

Planned Giving is Dead. Long Live Legacy Giving – Part 3

Greg Lassonde, CFRE

In his three-part article series, Greg Lassonde discusses the paradigm shift from “planned giving” to “legacy giving.” As you’ll see, the implications are far more significant for fundraising success than a mere change in terminology. In this Part 3, Greg explains the shift in thinking about what to measure and how to measure it. He talks about the changing makeup and role of committees. He then turns his attention to the question of just who we practitioners are, professionally, in the new paradigm, and offers his perspective on needed changes to strengthen the profession.

Read More

Planned Giving is Dead. Long Live Legacy Giving – Part 2

Greg Lassonde, CFRE

In this Part 2, Greg turns to a remarkable shift by nonprofits in hiring criteria for recruitment of fund development staff who will be interfacing with supporters with the goal of facilitating legacy giving, and discusses the broadening out of staff and volunteer roles in moving the process along. He also looks at the change in thinking about identifying prospects, how leads are qualified, and how to go about asking for a legacy gift. He even discusses the new lexicon created to better describe the legacy giving paradigm.

Read More

The New Donor: Gearing Up for the Next Wave in Fundraising

Linda Lysakowski, Author

Are you ready for the next wave of new donors? New donors, like donors before them, still want the facts, seek credibility, and listen to your stories. But they are much smarter than donors of the last century—they're looking for nonprofits that appeal to their specific interests, have measurable results, provide action-oriented ways to get involved, set realistic goals, and give timely responses. They want this information on their terms, in their language, and right away.

Read More

Planned Giving is Dead. Long Live Legacy Giving – Part 1

Greg Lassonde, CFRE

In his three-part article series, Greg Lassonde discusses the paradigm shift from “planned giving” to “legacy giving.” As you’ll see, the implications are far more significant for fundraising success than a mere change in terminology. In this Part 1, Greg describes the old paradigm where development offices were inwardly focused, where even the name “planned giving” looked to the organization’s interests but not to those of the organization’s supporters. He then shows the evolution in thinking about the relative value of types of gifts brought about by the paradigm shift.

Read More