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Legacy Giving Coaching

FREE: Calculate Your Bequest Potential

Create a sustainable future 

The struggle for resources to fund your ministry today is real. But it  takes your eye off of the funding you need for your ministry's future.  What if you could do both?

More than 90% of the average American's wealth is held in assets. Only 10% of wealth is held in cash or disposable income.  When congregations and ministry organizations ask for outright cash gifts, they are barely touching the potential of what their generous friends can and will give.

Your ministry should have a Legacy Giving program so that your faithful donors can give from their assets, and your mission can be sustainable - both now and in the future.

Legacy Giving Coaching will give you the competence and confidence to invite larger and better gifts.  And you'll help your donors leave a legacy for a ministry they deeply care about.

 

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The Legacy Giving Coaching program includes...

Private Coaching

Monthly 60-minute private sessions on zoom and email in between to support you personally

Resources

A step-by-step process, 100+ ready-to-use digital resources, and a 7-part online course "Legacy Giving: The Basics"

Cohort Coaching

Six 1-hour coaching sessions delivered live online over 6 weeks with Brenda Moore and others like you

Legacy Giving Coaching Content

 

With Brenda Moore as your guide  you will learn how to:

  • enlist, train and support a Legacy Giving work group
  • educate your work group members in their role
  • clarify your story and the purpose for legacy gifts
  • understand the basics about the assets best used for both current and legacy gifts
  • educate your prospective donors about legacy giving
  • discover any gift plans your donors have already put into place
  • cultivate, invite, document and steward new legacy gifts
  • establish governing policies and gift stewardship processes
  • implement a year-round promotion plan
  • introduce professional advisors to your program
  • raise more money for ministry for today and in the future
Schedule Your Free Consultation
Schedule Your Free Consultation

Your Next Steps

We'd love to work with you!

Talk with Brenda

Schedule a free consultation with Brenda to determine whether this program is a good fit for you

Start Working

Begin your private coaching sessions, and join the next online cohort

Reach Your Goals

Work with Brenda to hone your skills, achieve your goals, and impact ministry both now and in the future

Schedule Your Free Consultation