Building a Legacy Gift Portfolio From Your Annual Donor Base


Many charities that are successful with their annual giving or direct response fundraising programs are seriously challenged by underdeveloped legacy and principal gift programs.

This resource, from the National Conference on Philanthropic Planning, NCPP,  will cover the four steps to build a productive legacy and principal gift portfolio. You will learn how to:

1.  Adopt cultivation methods that will engage donors and engender loyalty
2.  Identify your most engaged prospects
3.  Identify those engaged prospects with the greatest financial capacity
4. Develop individual relationships, solicit your prospects, and close gifts