Planned Giving Isn’t Just for Large Institutions. It’s for Disciplined Ones.
Planned giving can feel like something only large institutions with dedicated teams and decades of donor relationships can tackle. For smaller organizations, it often lands on the “someday” list—important, but not urgent. But the truth is that planned giving isn’t about size, it’s about intention. Even the smallest shops can begin building a legacy program that invites supporters to make a lasting impact.
Planned giving can seem complex, filled with legal language and long timelines. But at its core, it’s simply about helping people align their values with their future plans. When taken step by step, it becomes not only manageable, but deeply meaningful—both for the organization and its supporters.
Instead of trying to do everything at once, organizations can focus on simple, intentional moves that build awareness, trust, and momentum over time. Below are 15 ways to make consistent progress—helping you plant seeds and grow a planned giving program that is sustainable and approachable:
Add a single planned giving sentence to your website.
Highlight one legacy story per quarter.
Train staff to listen for cues.
Add a checkbox to reply cards.
Thank legacy donors differently.
Include bequests in campaign language.
Educate the board annually.
Track intentions, not just dollars.
Use simple, human language.
Normalize the conversation.
Partner with local advisors.
Start with age‑appropriate audiences.
Celebrate commitments quietly.
Review progress monthly.
Stay patient—this is long money.
These simple, steady actions taken month-by-month can lay the groundwork for a thriving planned giving program. Small steps, compounded, build transformational futures.
Ready to work with partner who can hold you accountable and help you cross the planned giving finish line, one step at a time? Reach out here or hit “Let’s Grow Together” at the top of the page.
