Legacy planning involves much more than just the management of your assets. It is about the spiritual and historical aspects of your life. It includes the relationships you built, the stories you lived, the values you believed and the assets or heirlooms you acquired to pass on to your heirs.
The team of financial advisors at the Nonprofit Pros have a software program that for free will show you how they can find 3-13 legacy gifts for over 1 million in your database no matter how big or small your donor database is.
Wouldn’t it be great, if your organization had an experience like one of our nonprofit clients?
They turned a $500 a year donor into a $2,000,000 donor!