Identifying
and moving donors through a journey that will inspire them to leave a gift in
their Will is the bedrock of a successful legacy giving program. With many
competing priorities, this process can, at times, feel overwhelming and
difficult to execute.
Indeed,
a challenge many fundraisers face is how to move donors through an engagement
process that will lead to a legacy pledge. The discomfort and lack of time or
resources often slows us down which results in a stagnant program with very few
pledges. Putting in place a systematic and strategic process to move donors
from prospect to pledger with specific messaging and actions ensures that the
legacy program will yield more pledgers.
Using
examples from many of the countries where Greenpeace has legacy programs and
from other INGOs, Ligia will show you how to master a legacy pipeline matrix to
move donors through a 6-step process to engage supporters from the prospecting
stage to a pledge and raise more donors and gifts in Wills.
Learning
Outcomes/Takeaways
1)
How to move donors through an engagement pipeline to generate legacy pledges
2) How to systematically and
strategically engage donors that will add value to your legacy program
3) Key messages and activities at
every stage of the pipeline
All Prices Are in USD