One of my clients recently shared some sad-but-amazing news.
A longtime friend and small donor to their Midwest kiruv organization passed away. She was quiet. Lived modestly. Had no close family. She wasn’t writing big checks.
But 15 years ago, the executive director sat down with her and asked: “Have you ever thought about leaving something to this organization in your will?”
And this year, his mossad will receive over $500,000 from her estate.
(Yes, you read that right.)
That single conversation will help cover almost half of their $1.2 million budget.
Now, this isn’t a fundraising trick or hack. You don’t just waltz into someone’s living room and walk out with a legacy gift. But it is a reminder:
Legacy giving is real. It works. And it often comes from people you least expect.
So how do you set yourself up for your own $500,000+ prospect solicitation?
Here’s a simple 4-step guide to make it doable and meaningful.
Step 1: Stop Looking for Millionaires
Legacy giving isn’t just for your top-tier donors.
Some of the most generous bequests come from humble, lifelong supporters who want to feel like their life meant something.
Especially those with no kids, no close family, and a deep appreciation for your work.
Find the quiet ones. The consistent ones. The ones who light up when you say, “We couldn’t do this without you.”
Step 2: Don’t Ask for Their Will. Ask for Their Legacy.
No one wants to talk about death. But people love to talk about legacy.
Try this:
“Have you ever thought about how you’d like to be remembered for your support of Torah?”
or
“If you could make one lasting impact on Klal Yisroel, what would it be?”
That’s not awkward. That’s inspiring.
Step 3: Have the Conversation Now. Not Later.
Legacy gifts take time. Like, a decade-and-a-half kind of time.
So if you want a bequest in 2040, plant the seed in 2025.
Don’t wait for your end-of-year campaign. Or for them to approach you.
Just call. Go visit. Say, “I’d love to talk about the future of this work we both care about.”
Then listen. You might hear a legacy waiting to be written.
Step 4: Follow Up Like a Mentch
If they express interest—even a flicker—write it down. Check in next year. Invite them to events. Keep them connected.
Legacy giving is a long game. It’s also deeply personal.
And when they feel remembered, they’ll want to be remembered.
Bottom line:
You don’t need a lawyer. You don’t need a seminar. You don’t even need a brochure.
You need curiosity, courage, and the willingness to talk about something bigger than yourself.
Who’s the person you’re going to talk legacy with this week?
(Your 2040 self will thank you.)
Avraham
Copyright © 2025 Avraham Lewis & Co.