How to Start a Legacy (Gifts in Wills) Program without a Budget!

  • Duration
    90 Minutes
  • Author
    Ligia Pena
  • Course Level
  • Year Created
  • CFRE Approved
    1.50 Points



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How to Start a Legacy (Gifts in Wills) Program without a Budget!
Top Rated

If You Register and Cannot Attend, You Will Get the Webinar Recording, Slides and Bonus Materials.

A Whopping 94% of the People Who Attended This Nonprofit Webinar Rated It As Great to Excellent!

Does your fundraising program feel like it’s on auto-pilot?

Do you see your acquisition costs increasing and retention rate suffering?

Are you drawing a blank on how to engage your donors in a more meaningful way?

The current wealth transfer from the boomer generation presents infinite opportunities for nonprofits to engage with donors at a deeper level while at the same time, raising significant amounts of money to help our beneficiaries. But are you showing your donors how to do this? Would you like to invite them to leave a legacy gift but have no budget to launch a program?

Join Ligia, the president of GlobetrottingFundraiser, and she’ll show you how to launch a gifts in wills (legacy) program without a budget (or on a shoestring budget). For nearly 20 years, Ligia has been starting and growing gifts in wills programs in nonprofits of all sizes, especially in small shops. Don’t be left behind and come learn easy and painless steps to get in on all the legacy fundraising fun!

During This Nonprofit Webinar, You Will Learn: 

  • How to build a case for launching a legacy program
  • How to recruit and establish your legacy advisory team
  • How to develop basic legacy policies
  • What are legacy prospects’ statistical predispositions
  • How to segment your database to identify your best legacy prospects 
  • How to create a legacy survey to put them through your legacy stewardship pipeline
  • How to leverage your current marketing collaterals for legacy messaging

You’ll Get These BONUS Materials:

  1. Market Profile Template
  2. Business Case Template
  3. Sample Advisory Team Terms of Reference
  4. Sample Legacy Policies
  5. Database Segmentation Table
  6. Sample Bequest Language
  7. The Webinar Slides
  8. The Webinar Recording

About Your Topic Expert:

Ligia is specifically qualified to teach this webinar because:

  1. She is a Global Legacy Manager at Greenpeace International 
  2. She is the Author of the “Small Shop Fundraising” chapter in Excellence in Fundraising in Canada, vol. 2 
  3. She is PhD candidate researching national legacy umbrella campaigns 
  4. She believes authentic donor engagement doesn’t require a huge budget, just a healthy dose of creativity!
  5. The  First 15 years of her career were in small and medium-sized shops 

Ligia Peña, CFRE, MInstF is President of GlobetrottingFundraiser where she specializes in helping nonprofits with their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns as a tool to change society’s behavior towards gifts in wills. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.

What Attendees Said about This Nonprofit Webinar: 

“I have always dragged my feet when it came to legacy planning. This webinar made me sit up, listen, and want to move ahead.”

Andrea Naso-Nord, The Clear View School & Day Treatment Center

“The webinar presentation was extremely valuable, especially the library of materials made available by download.”

Catherine Wallace, The Fund For People In Parks

“Can't wait to get started!  Thank you for such useful and insightful educational tool.”

Candace Asam-Lopez, Ronald McDonald House Charities

“Well presented with excellent sample materials to build a business case, develop a pipeline, and mine data to build a credible pipeline with reasonable and attainable targets.

Mark Seeger, Teletypewriters for the Deaf, Inc (TDI)

“The amount of sample resources and concrete how tos was deeply appreciated”


“This is a great webinar to get your organization started on creating a Legacy program, especially if you do not already have one established. Ligia has an amazing non-profit resume and is passionate about the business of developing a "Gift in a Will" expertise for your non-profit organization.  A valuable way to enhance your current development activities without having to invest large funds.”

Polly Perkins Johnson

“This webinar gave a valuable overview about how to research, develop, implement and introduce legacy giving to your donor base.  Excellent information and well presented!”

Diane Knetzger, Future 5 Inc.

“Very good tips and manageable ways to start a legacy program.”

Ken Gordon, IFYE Association of the USA, Inc.

“Ligia provided an excellent overview of the topic.  The examples and bonus templates are very beneficial as well.”

Valerie Beyer, Let’s Talk Science

“Not only was this webinar helpful for my current needs, but the handouts were particularly valuable to help formulate the ideas with our legacy team”

Marianne Ottaviani, Hill Country Pregnancy Care Center

“This webinar was well organized, just enough information for a beginning template to start a program and the presenter was exceptional.  She stayed on topic and followed her outline very well. I am certain that the knowledge and supportive materials will be beneficial in bringing our latent program to life or to start a new program!”

Anna-Maria Fouad, Kansas Public Telecommunications Service

" I found the webinar to be very instructive. While it didn't go into the details about the types of planned giving vehicles (which would be very complicated), the speaker did an excellent job of breaking down the steps about how to get started with creating a program this can be very daunting. I loved how she broke the content down into digestible segments and provided concrete samples to get you started! THANK YOU!"

Kimberly Woodward, Japan Society

"Most of us know many of the things we need to start a legacy giving campaign. This nonprofit webinar puts them all together in a way that is manageable, relatable, and doable!"

Andrew Debraber, United Church of Christ

"Easy to follow, great information, many examples to use."

Claudia Gonzalez, Yakima Valley Memorial Hospital

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