Planned Giving & Legacy

Digital will platforms are expensive, slow, and aimed at the wrong donors. High-net-worth households use attorneys; faith-based institutions dominate bequests without these tools. The math is brutal: decades of fees to net very little, while boards celebrate gross and skip the P&L. In the rooms that matter, peers are polite—and quietly laughing. If you want six-figure legacies (average $50K–$90K, with 70% realized within five years of death), fund disciplined, relationship-based cultivation, advisor outreach, and a real moves-management program. Stop signaling convenience over competence. Choose effective over easy—and earn legacies this decade, not the next.

A nonprofit celebrated 1,270 bequest commitments worth $117 million. Reality check: filtering for actual prospects yielded 55 names. Calling those 55? They reached five people—none remembered making any commitment. The culprit: organizations spending $8,000-$20,000 annually on digital tools, expecting software to cultivate donor relationships. When results disappoint, staff move on, leaving nonprofits with the cleanup. The lesson: five genuine legacy phone calls will always outperform 1,270 fictional commitments. You can’t build relationships with shiny website objects.

The most meaningful gifts aren’t given out of impulse—they’re reserved for those who’ve earned lasting trust. If your organization hasn’t shown it’s built for the long term, don’t expect to be remembered when it matters most. Donors don’t leave legacies to nonprofits scrambling to survive. They choose the ones that act like they belong in the future. If your message ends with “we need help,” you’ve already lost. The real question is: Are you worthy?

Most will tools are built for transactions, not legacies. LegacyPlanner™ redefines estate planning by integrating it into the donor journey—educating, inspiring, and deepening engagement along the way. It’s not just about creating documents; it’s about creating impact. As philanthropy evolves, so must our tools. LegacyPlanner™ offers a glimpse into how estate planning can become a central part of donor-centric fundraising strategies.

The planned giving community has lost two giants—Roger Schoenhals and Lindsay Lapole—whose contributions shaped the profession for generations. Roger, founder of Planned Giving Today, provided invaluable insights into the practice of planned giving, while Lindsay’s leadership at the ACGA strengthened governance and education in charitable gift annuities. Their legacies live on through the professionals they mentored and the programs they established. In recent years, we also lost Deb Ashton and Robert Sharpe—both dear to my heart and pillars of our field.

You do not have much time. Over the next fifteen years, Baby Boomers will pass along a staggering $84 trillion to their heirs and to the causes they care about—an incredible $12 trillion of which could land in nonprofit coffers. Is your organization ready to claim its share of this once-in-a-generation opportunity? Setting up a planned giving program doesn’t just secure your mission’s future; it also boosts your nonprofit career. Keep reading to find out why planned giving is the key to unlocking lasting financial stability, deeper donor connections, and valuable leadership opportunities in the sector.