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If you are going to start or grow a planned giving program with intention, the first thing I highly suggest you do is join the legacy society yourself. After all, how can you expect others to join if you are not a member? Once you are a member, it changes the conversation from a request to an invitation. This approach makes it much less threatening. It’s not about knowing all there is to know about charitable lead trusts. It’s about being authentic; it’s about asking others to join you in taking a stand and making a deeper commitment for the greater good. It’s about showing others that there are ways to make larger gifts and still meet their personal needs and goals.

If you have a retirement plan at work, consider making your employer a partial beneficiary in that retirement plan for as little as five percent. You can easily take them out if they fire your butt. 😉

Action Steps:

  • Join your organizations Legacy Society.
  • Show other’s how easy it can be.
  • Invite them to join you as a member.