Lots of Legacy Learning Opportunities!

It’s that time of year when webinars and conferences ramp up. I hope to see many of you this spring so we can geek out about legacy giving together.

Mark your calendars for these learning opportunities:

Webinar: March 6, 2024, 1pm Eastern: Legacy Propositions

Register here

A legacy proposition is the core concept guiding marketing and strategic thought, uniting audiences and enduring over time, serving as the cohesive element for legacy messaging. An ineffective or generic legacy proposition can lead to wasted money, confusion within your team and among supporters, and even a loss of trust and future support. Don't let this happen!

Learn how to keep your message clear and strong, compelling and inspirational, and how your organization can participate in legacy proposition benchmarking against a wide variety of UK and US-based nonprofits

We have benchmarked legacy propositions from a wide range of different charities, identifying the strongest propositions and shining a spotlight on weak and ineffective messages. Charities include:

• Barnardo's
• Battersea Cats and Dogs Home
• British Red Cross
• Cat's Protection
• Crisis
• Dog's Trust
• Guide Dogs for the Blind
• Help for Heroes
• Macmillan Cancer Support
• Make a Wish Foundation
• MS Society
• Parkinson's UK
• RNIB
• Shelter
• The Brooke Hospital for Animals
• The Salvation Army
• UNHCR
• VSO
• WaterAid
• Wildlife Trust

The Nonprofit Alliance 2024 Symposium: March 20-22, Washington DC

I’ll be moderating a panel on how charities can take advantage of the famous “great wealth transfer.”

More information and to register

June 6: Planned Giving Day, National Capital Area, Washington DC

I’ll be speaking about “Effective Legacy Inquirer Responses: Leave a Lasting Impression in a Competitive Legacy Environment”. We’ll discuss ways to onboard your handraisers until a new level of relationship with your organization by creating a “First Mile” experience that makes you stand out from the crowd.

More information and to register

Fundraising Day in New York, June 14, 2024, New York City

I’ll be speaking on our benchmarking research into how donors are making their legacy decisions now, and ways in which charities can win the competition for legacy gifts.

More information and to register