Planned Giving

An Enduring Legacy of Support

Planned giving offers a unique opportunity to build a future of sustained impact, inspiring donors to leave a lasting legacy through thoughtful, planned gifts.

At Strawhecker Nonprofit Services, we’re here to help your organization build planned giving programs that inspire meaningful, lasting contributions and nurture the next generation of supporters. With extensive experience and a heartfelt commitment to the nonprofit sector, we’re here to guide you in creating a giving strategy that aligns with both your organization’s goals and your donors’ values.

Legacy Giving Consultation

Our legacy giving process is designed to engage donors meaningfully and set a strong foundation for major and planned gifts. Through our proven 7-step process, we guide you in every detail of legacy giving, from initial assessment to lasting recognition:

  • Understand past successes and identify areas for growth.

  • Pinpoint key supporters with the capacity and passion for legacy giving.

  • Create a compelling message that communicates the impact of a legacy gift.

  • Build personal connections with potential legacy donors.

  • Gain insights from outreach efforts to strengthen future strategies.

  • Engage each potential donor with personalized follow-up to deepen their commitment.

  • Honor each legacy donor’s contribution with a meaningful recognition plan.

Legacy Giving Society

Establishing a Legacy Giving Society can create a lasting community of supporters who share your mission. Our team will help you create an engaging, organized society that inspires confidence and loyalty from your donors. Our process includes:

  • 1. Developing Guiding Documents

    Establish clear, purpose-driven guidelines for your Legacy Giving Society.

  • 2. Creating Bequest Levels and Commitment Forms

    Define giving levels and create forms that make participation easy and meaningful.

  • 3. Producing Policies and Procedures

    Develop policies that reinforce your organization’s values and ensure clarity for donors.

  • 4. Implementing a Legacy Giving Plan

    Design a step-by-step plan to roll out your Legacy Giving Society, engaging your community in a meaningful way.

Planned giving allows donors to make impactful gifts that support your mission for years to come. It’s a strategic way to build long-term financial stability, deepen donor relationships, and honor the legacies of those who care deeply about your work.

Case Studies

Planned Giving for Past Clients



Learn From Our Experts

Planned Giving Resources

Ready to build a legacy of impact?

Connect with Strawhecker Nonprofit Services and learn more about how we can support you in creating a legacy giving program that honors your mission, inspires your community, and builds a lasting future for your organization.

SNS gave credibility to our effort by preparing materials and training the Board to make asks. Our goal was met, and it was a success for our Foundation and organization.
— Children's Square USA, Planned Giving Client