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In this program, we’ll step in to provide one-on-one legacy planning for your most committed donors.
They’ll get the opportunity to learn, receive unbiased suggestions, and get equipped to make strategic charitable giving decisions.
Most donors only approach a nonprofit when they’re ready to make a gift, so the conversation is often reactive and transactional. We take a comprehensive look at someone’s legacy plan, helping them make the best decisions for their family and situation—with complete confidentiality. This type of education and holistic preparation often leads to incredible generosity.
Though details of donors’ planned gifts are confidential, once a large enough group of donors have completed the program, you’ll receive high-level projections quarterly, allowing you to plan for the future. On average, a nonprofit will see about a 4,000% return on their investment in legacy planning with Apex, and a 10,000% ROI when considering gifts to charities in general.
Donors who have planned gifts in place tend to give more annually to charity. By offering comprehensive legacy planning as a gift to your most committed supporters, you’ll give them peace of mind about their finances and promote them to being strategic, life-long partners in your mission. They’ll be your biggest advocates!
