Planned Giving: ‘How Old Are You and Did 
You Know You Could … ?’

If your organization does not yet have a legacy society, you should lobby for one to be created for the stewardship opportunities. Once you have a society, you need to market it. This applies to both new and more well-established legacy societies. Your Web site should have a special section devoted to the legacy society, membership and qualifications for membership. Marketing your legacy society is marketing planned gifts, and vice versa.