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Creating a Legacy Giving Program in 5 Simple Steps
Legacy giving programs can feel overwhelming, but when you know the step-by-step process of how to create one from scratch or grow the one you have, it's easier than you think. Join Legacy Giving expert strategist and philanthropic advisor Lori Kranczer, JD, CAP, as she walks you through the areas to focus on, how to develop engaging communications that lead to legacy conversations, reduce the time between cultivation and closing a gift, and set up a process that becomes the structure of a successful program. You'll leave with action items to work on immediately to jumpstart your program.

Jan 27, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Lori Kranczer
Founder + CEO @Everyday Planned Giving
Lori Kranczer, Founder of Everyday Planned Giving, is a nonprofit strategist and planned giving expert. She has over 20 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals. Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs. An experienced attorney, Lori applies her knowledge of complex giving structures to the practice. She has also taught planned giving at New York University and Yeshiva University, and she is a sought-after speaker on legacy giving concepts. She graduated from Binghamton University and New York Law School.