September 25, 2026
How to Approach Donors About Legacy Giving: 4 Best Practices
Legacy giving, also referred to as planned giving or estate planning, is the process of donating cash, property, or other valuable assets to a charity through a financial or estate plan at a later date. This form of giving can transform your nonprofit’s fundraising efforts; Giving USA reports that in 2025, U.S. charitable bequests rose by 19.7%, totaling an estimated $62.19 billion. In other words, if you aren’t appealing for legacy gifts, you’re missing out on valuable fundraising opportunities.
Despite this clear value, development professionals often struggle to initiate conversations about legacy gifts due to their highly personal nature. In this guide, we’ll explore actionable ways to reframe conversations about planned giving to emphasize their role in building a legacy of positive impact.