Introduction to Legacy Giving - Windsor Terrace
Taught by Lori Kranczer
Lori Kranczer has over 16 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, and soliciting and closing significant planned giving arrangements. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future.
Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs. An experienced attorney, Lori applies her knowledge of complex giving structures to the practice. She has also taught planned giving at New York University and Yeshiva University, and she frequently speaks at staff trainings and Board of Directors meetings. She graduated from Binghamton University and New York Law School.
Lori lives in Ditmas Park, Brooklyn with her husband and two children. In her spare time she enjoys renovating her 100+ years old creaky Victorian house.
You can learn more about Lori's work at www.plannedgivingadvisors.com
Are you involved with a nonprofit and wondering how to raise more money to secure the future of your organization? Have you heard the term “legacy giving” or sometimes called “planned giving” and were curious how to incorporate it into your existing program? This 2-hour introductory class will explain what legacy gifts are, why they are essential to organizations (no matter the size or budget!), how you can locate prospects within your existing donor base and how to have the “legacy conversation.” We will also cover some of the more common gift vehicles – don’t worry, you do not need to a background in law or finance to be able to discuss these with your donors!
This class will explore real examples of legacy gifts, and use role-playing and interactive methods in order for you to gain important skills. You will leave this class with the tools necessary to start to raise significant assets for your organization.