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Description
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