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The Head & The Heart of Legacy Giving: Mapping Your Donor Story

Legacy giving is a beautiful combination of head and heart, art and science, why and how. This session is designed to help you start from where you are right now and think about what matters as you grow from here. If you are just starting to explore legacy giving, you will leave with practical tools to help build a strong foundation. If you have a program underway, you will leave with new ideas to strengthen and grow it. And if you have a more mature program, you will leave with new research, insights and inspiring case studies.

We will bring it all together with one of the most joyful parts of legacy giving: stories! Together, we’ll map the legacy donor journey, looking at the moments and touchpoints that can help move someone from curiosity and interest to confirming their gift and, eventually seeing that gift realized. We will also explore how you can weave “legacy glitter” throughout your fundraising program, creating natural and memorable opportunities to share stories and invite conversations about legacy giving.

You’ll leave with a stronger understanding of:

  • Research and insights into legacy giving trends that can inform your activity right away
  • What you need to create your own legacy journey: understanding the different stages a donor may move through, from first interest to confirming their gift and, eventually, realizing their pledge
  • Thoughtful and intentional touchpoints that create opportunities for conversation, relationship-building and stewardship along the way
  • Ways to make legacy giving part of your broader fundraising program

workshop details

suitable for: fundraisers curious about starting or improving their organization’s legacy program. If 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 per participant*

*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 [at] nsof [dot] ca to discuss options.

instructor

Jen Love is a storyteller. And not in a poetic sense. In an awkward-and-authentic, cryball-in-throat, let's-get-to-the-heart-and-the-emotions sense. Learn more about Jen.

workshop dates

open for registration

November 24, 2026

10:00 am - 12:00 pm PT

register now

You will receive a Zoom link for this event 36 hours in advance. Please be sure to check your spam or junk folders for this follow up e-mail. Adding admin@nsof.ca as a safe sender will also help!

our next session

We are planning to hold this workshop again in the spring of 2027! Sign up for our e-newsletter to be the first to know when registration is open.

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"I thoroughly enjoyed the NSOF workshop, “The Head and Heart of Legacy Giving” led by Jen Love and Ligia Pena. I appreciated learning a methodological way of looking at the legacy giving path from prospect to donor. And loved the idea of “legacy glitter”! I will use that forever."

Shelley Johnson, Philanthropy Manager

Down Syndrome Resource Foundation

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