Planned Giving Services - Let's Build Hope, LLC

When your development team is busy raising much needed funds to support the daily activities of your vital programs and services, planned giving is set aside to “one day.” LBH consultants can help your nonprofit turn that distant day into today. Investing in planned giving often offers the highest ROI over annual and major gift efforts. LBH can assist your nonprofit in building a comprehensive planned giving program that can be incorporated into your annual development efforts.

Why Planned Giving?

Planned giving offers both donors and charities unique benefits, including long-term legacy creation, significant tax advantages for the donor, and a reliable source of future funding for nonprofits. Planned gifts include wills/bequests, endowments, annuities, charitable trusts, retirement accounts (IRAs), life insurance policies, donor-advised funds (DAFs), gifts of real estate, among other giving vehicles.

Unlike annual fundraising efforts, planned giving or deferred giving programs are built on long-term strategies. For donors, it allows them to make a lasting impact on causes they care about, potentially while receiving income and tax benefits during their lifetime. The benefits to your nonprofit include:

Long-Term Financial Stability

Diversified Income

Support for Major Initiatives

Stronger Donor Relationships

Planned Giving Support

With Let’s Build Hope’s Planned Giving Services, we help your staff in identifying, cultivating, and soliciting estate and non-cash gifts through the following strategies:

Marketing Planned Gifts: Educate and engage your donors through effective marketing strategies that assist in fostering strong donor relationships. We will lead your staff in building a comprehensive marketing plan that includes the development of a case for support that focuses on the donor, along with coordinated mailings and events that highlight estate planning tools.

Endowment Building: Having an established endowment communicates to donors that your nonprofit is preparing for the future and gives donors confidence to entrust your nonprofit with an estate gift. We will guide your board and staff in building much needed policies to ensure estate planning success as well as establishing procedures for monitoring, valuing and reporting gifts, and making recommendations on tools necessary for a successful program.

Legacy Giving: Wealthy donors are not the only prospects for planned giving. LBH will assist your team in identifying planned giving prospects from the donor base through reviewing consistent years of giving, age evaluation of donors, and conducting donor insight surveys. Once the best prospects are identified, we will assist in designing individual stewardship, solicitation, and gratitude plans.

Training Your Team: Fundraising efforts, including planned giving, are only successful when the entire team (board and staff) are well trained. LBH will train the fundraising team on budget creation, prospect identification and cultivation, vehicles, and the impact of estate planning and solicitation.

Like our other services, Planned Giving clients receive access to our consultants via phone, text, virtual, and email for ongoing support. Learn more about our unique approach to supporting nonprofits through planned gifts.

Let’s Get Started

Ready to begin a Planned Giving program? Contact us to learn how we can help you and your nonprofit secure funding through planned gifts.