(February 27, 2019) Donations
in wills represent more than 85% of planned gifts, yet most nonprofits are not
tapping into this great potential, especially small organizations! In addition, the current wealth transfer is
the biggest ever known. Using examples
and case studies from around the world, participants will gain an understanding
as well as practical tools to be successful in bequest fundraising.
Participants
will learn:
- General trends in legacy giving
- Segmenting data to start building a pipeline
- Moving supporters through a strategic pipeline
Presenter: Ligia Peña, CFRE is the Global Legacy Manager
at Greenpeace International where she drives Greenpeace’s global legacy
strategy and manages a community of practice of legacy managers in 14
countries. She’s a seasoned presenter
internationally and she’s the author of the Small Shop Fundraising chapter in
the second volume of Excellence in
Fundraising in Canada.