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Legacy Giving Planning in 2021

Feb 07, 2021

How's your 2021 Legacy Giving plan working for you? "WHAT plan?" you say?!!

Nonprofit leaders need to be more intentional than EVER about planning for Legacy Giving in this new year.

Why is 2021 different?  Donors are are focusing on their financial planning, their estate planning, and hopefully their gift planning with the kind of intensity we don't typically see.

  • The pandemic and its economic side-effects have been triggering events for many who need to get their plans in order.
  • American's are updating and completing their wills in record numbers.
  • Anticipated tax law changes are raising new questions between donors and their advisors.

If we're going to be truly donor-centric, we need to plan to walk alongside our philanthropic friends in their planning processes.

If it's time for you to get serious about Legacy Giving in 2021, check out my recent podcast interview with Leave a Legacy Minnesota .

Planning for a Successful Year by A Legacy of Generosity • A podcast on Anchor