Legacy Giving: A Step-By-Step Guide

A Jewish United Fund and
Harold Grinspoon Foundation LIFE & LEGACY®
online course

A free step-by-step guide designed to help Jewish nonprofit leaders build successful and sustainable legacy giving programs.

Legacy Giving Is a
Major Growth Opportunity

By using legacy gifts to fund an endowment, you can establish a dependable revenue stream to sustain your organization for many years to come.

$97.2 trillion

will be transferred to heirs, nonprofits, and taxes in
America by 2067.

An estimated

$8.5 trillion
$471 billion+

given to nonprofits for the first time ever in 2020.

Legacy giving is a powerful way to raise funds because:

Many people can make this gift.

It’s often the largest gift someone can make.

Donors have numerous options for leaving a legacy gift.

Most legacy gifts are after-lifetime, costing nothing today.

Ready to help secure your organization’s future?

Register to Begin

How to Build Your Legacy Giving Program

Jewish United Fund (JUF) and LIFE & LEGACY’s Legacy Giving online course contains lessons to assist Jewish nonprofits in building their endowments. In this course, you’ll learn how to incorporate legacy giving into your overall fund development and create a more sustainable organization.

Getting Started: Lesson Tutorial

Duration
10 minutes
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10 minutes
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Introduction to Legacy Giving

Duration
15 minutes
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Duration
15 minutes
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Preparing to Launch

Duration
45 minutes
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Duration
45 minutes
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The Legacy Conversation

Duration
45 minutes
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Duration
45 minutes
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Sustaining Your Legacy Initiative

Duration
45 minutes
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Duration
45 minutes
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Resources & Supplemental Reading

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NA
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About the Legacy Giving Online Course

This online course was created by the Jewish United Fund/Jewish Federation of Metropolitan Chicago and Harold Grinspoon Foundation LIFE & LEGACY program to promote after-lifetime giving to build endowments that will sustain valued organizations and vibrant Jewish communities for the next generation and beyond.