How to Start a Legacy (Gifts in Wills) Program without a Budget

Details
Date: 
Thursday, September 12, 2019 - 1:00pm to 2:30pm
Cost: 
$67.00
Organization Name: 
CharityHowTo
Event Topic: 
Description

Join Ligia, the Global Legacy Manager at Greenpeace International, and learn how to launch a legacy (gifts in wills) program on little to no budget"

For nearly 20 years, Ligia has been starting and growing gifts in wills programs in nonprofits of all sizes, especially in small shops. Don’t be left behind and come learn easy and painless steps to get in on all the legacy fundraising fun!

During this live interactive nonprofit webinar you will learn:

  • How to build a case for launching a legacy program

  • How to recruit and establish your legacy advisory team

  • How to develop basic legacy policies

  • What are legacy prospects’ statistical predispositions

  • How to segment your database to identify your best legacy prospects 

  • How to create a legacy survey to put them through your legacy stewardship pipeline

  • How to leverage your current marketing collaterals for legacy messaging

Does your fundraising program feel like it’s on auto-pilot?

Do you see your acquisition costs increasing and retention rate suffering?

Are you drawing a blank on how to engage your donors in a more meaningful way?

The current wealth transfer from the boomer generation presents infinite opportunities for nonprofits to engage with donors at a deeper level while at the same time, raising significant amounts of money to help our beneficiaries. But are you showing your donors how to do this? Would you like to invite them to leave a legacy gift but have no budget to launch a program?

Your bonus materials:

  1. Market Profile Template

  2. Business Case Template

  3. Sample Advisory Team Terms of Reference

  4. Sample Legacy Policies

  5. Database Segmentation Table

  6. Slides and Webinar recording

About your expert

Ligia Peña, CFRE, MInstF is the Global Legacy Manager at Greenpeace International where she drives the organization’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. Before working at Greenpeace, she worked at many small nonprofits where she launched and developed legacy programs. As an AFP Master Trainer, she’s a seasoned presenter internationally and author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada.

When she’s not geeking out on legacy related things, she’s either knitting, cooking or planning her next trip.

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