If you are a gift planner with limited time, your focus doesn’t need to be complexity — it needs to be awareness. Most donors default to annual, cash-only gifts simply because no one has shown them another path. Your job is to consistently signal that your planned giving program exists, that legacy conversations are welcome, and that your organization is prepared to steward meaningful, long-term gifts with care and competence.
When donors understand that you can handle their legacy, they begin to see your mission as part of their long-term story. Read my cheat sheet to see how to get started.