MASTERCLASS: Integrating A Robust Legacy Pipeline From Start To Finish – Part 1

Legacies (gifts in wills) represent a significant philanthropic opportunity for charities, but many are missing out on potential funds by failing to properly engage with donors. The key lies in knowing how to integrate the right messaging across all communication channels and creating engaging journeys at every stage of the legacy pipeline.

During this masterclass, we will delve into the mechanics of establishing a robust legacy pipeline in your fundraising program. Whether you are a small organization or a large charity, this interactive, research and data-driven masterclass will prepare you to start implementing or revitalizing your gifts in wills program immediately.

Learning outcomes:

  • How to use data to identify prospects and develop solid strategies and tactics.
  • How to engage and steward prospects at every stage of a legacy pipeline to secure a pledge.
  • How to design inspiring marketing materials that leverage behavioural science principles.

Who should attend:

  • Anyone seeking to secure their organisation’s financial sustainability.
  • Organisations keen to elevate their bequest game.
  • Fundraising professionals eager to diversify their funding sources.

Suggested level of audience:

  • Intermediate – the charity must have an individual giving programme with individual donors who give at different levels.

Fundraising from the few
Location: Date: 11 October 2023 Time: 13:00 - 14:30 Ligia Peña
GlobetrottingFundraiser (CA)