Legacy Giving

Legacy giving is a key opportunity for philanthropy. We will develop a legacy giving campaign that is unique and exceed campaign goals while developing the next generation of donors.

LegacyGiving-01.png

Legacy Giving Consultation

We recommend the following 7-step process to enable non-profits to solicit major and planned gifts

  1. Review previous efforts

  2. Review donors and prospects

  3. Develop the case for major and planned gifts

  4. Select individuals to be interviewed

  5. Report

  6. Tailored follow-up for each individual to be solicited

  7. Recognition

Legacy Giving Society

Strawhecker Nonprofit Services will help your organization establish a Legacy Giving Society that will identify and cultivate potential bequest donors. Our experts will guide your organization with these steps for your legacy society:

  1. Develop a legacy giving society guiding documents

  2. Develop bequest levels and commitment forms

  3. Produce policies and procedures

  4. Create a legacy giving implementation plan

Past Legacy Giving success –

Paul J. Strawhecker initiated the planned giving program at Boys Town (now Girls and Boys Town) in 1974. During his time at Boys Town, Paul marketed planned gifts through a variety of methods, including 800,000 planned gift mailings. In addition, millions of direct mail inserts were used as well as promotions in quarterly newsletters. These efforts generated more than 26,000 responses.

Over 750 planned gifts were achieved through the programs Paul initiated. During his tenure, Boys Town received more than $50 million in planned gift income.

Throughout his career, Paul has been involved in marketing gifts through a variety of methods. He has personally negotiated gift arrangements from single life annuities to complete real estate and bequest agreements exceeding $10 million. Within the last three years, Paul has managed a program that has generated millions of dollars in planned gifts for the Archdiocese of Omaha. Paul is a graduate of the National Planned Giving Institute.