Description

You’ve made a plan — now how do you put it into action? Brenda Moore joins Mark Beenken and Kristi Ackley to share strategies for executing a successful legacy giving program.

✨ Inside this episode:

• Organizational, personal, and donor-facing steps to implement your plan
• Tips for planning, conducting, and following up on donor meetings
• Key habits and frameworks to maximize results in 2021

🎧 Press play to turn your legacy giving plan into measurable impact for your mission.

Key Topics/Themes: Legacy giving, donor engagement, execution strategies, fundraising planning, nonprofit impact

Three Areas of Plan Execution:

• Organizational

• Individual/Personal

• Donor-facing 

Three Parts of a Donor Meeting

• Planning for the visit

• Conducting the visit

• Following up after the visit

Links:

Atomic Habits by James Clear - https://jamesclear.com/atomic-habits

The 7 Habits of Highly Effective People by Stephen Covey - https://www.franklincovey.com/the-7-habits/