Charitable donations in a will are growing in popularity in Canada and around the world. In 2018, the CRA reported that only 3% of Canadians included charitable bequests in their will. By 2023, that number went up to approximately 8%. Many organizations are reporting generating a significant amount of their income through charitable gifts in wills.

What would your organization look like if it were able to raise 10-20-50% of its annual income through gifts in wills? What would that mean for your mission, your beneficiaries?

Exciting, isn’t it?

This session is for you if you’re looking for ways to engage with your donors in a more personal and deeper way through gifts in wills conversations. Legacy fundraising specialist Ligia Peña, will help you with your mapping, infrastructure, systems and strategies. Storytelling maven Jen Love, will help you cultivate and nurture relationships with your legacy prospects and donors through conversations and storytelling. Whether you’re just starting out, have a bit of legacy rhythm going, or have an established legacy program in place, you’ll learn to craft or reimagine your inspiring legacy donor journey. All this will culminate in helping you create a pipeline (we prefer calling it a lifeline 😊) that will enhance your fundraising program and delight your donors.

What You’ll Get From This Workshop:

• You’ll discover what the research tells us is the best way to speak to donors about gifts in wills
• You’ll learn a methodical, and thoughtful way to set up and manage a strategically-focused gifts in wills program
• You’ll uncover ways to harness your organization’s story to create impactful and engaging marketing materials that will delight donors

workshop details

suitable for: fundraisers curious about starting or improving their organization’s legacy program. whether you’re just starting out or eager to refresh or reimagine legacy giving, this is for you
commitment: 2 hours
workshop size: maximum of 12
format: this workshop is held over Zoom and a video connection is preferred (but not mandatory) for attendance
investment: $75*

extended learning opportunity

After completing the workshop, all participants will be offered a link to register for further 1:1 support which will include:

• Submitting a draft legacy giving plan OR sample legacy giving marketing materials for a comprehensive review
• A one-hour 1:1 Zoom call with Ligia OR Jen to do a deeper dive into elements of your program you want to advance in the short, medium and/or long term

investment: $275

*The New School of Fundraising is committed to reducing barriers to access our programming. If you are unable to pay a registration fee please reach out directly to Rowena at rowena@nsof.ca to discuss options.