4 Reasons Tax Time Equals Legacy Giving Time for Your Nonprofit

From late January until early April, nearly every potential legacy donor is using some portion of their time to pull together all of the documents required for tax filings with a financial planner. This is the time when those individuals already are thinking about estate planning and the benefits of charitable giving.

Here are four ways, from the donor’s perspective, fundraisers can make the most of tax time:

1. Year-End Gift Acknowledgement Is an Ideal Time to Introduce
First, you are most likely going to be communicating with most of these donors regarding their annual gifts or year-end appeal gifts.