Director, Tribute and Legacy Giving Sempervirens Fund
Legacy giving remains one of the most under-researched areas of fundraising. While the COVID pandemic seems to have significantly increased interest in estate planning, this does not mean that legacy income will continue to rise, or rise equitably across all charities. With 1.4 million nonprofits in the US, there is more competition for legacy dollars than ever.
So, as this field speeds up, is your data keeping pace?
If your organization is new to planned giving, this is an opportunity to get it right from the beginning. If you’re running a mature program, this session will provide you with important insights into ways to strengthen and grow your legacy pipeline.
Invaluable data will be presented that is built on original research conducted via focus groups, surveys, donor interviews, a meta-analysis of available data on estate planning behavior in the US and globally, and original market research, to see how to discern a more effective, evidence-based path forward.
Learning Objectives:
Strengthen and update your legacy proposition and messaging, and know why this is more critical than ever
Take immediate steps to strengthen your program and stay nimble in a time of rapid change
Understand that consolidating estate data will continue to hamper the field, and why we need a roadmap for future research