Webinar on June 13: Are you winning the competition for legacy dollars?

Do you know if you’re losing out on legacy gift revenue?

There are more than 1.5M charities in the United States. For many, these are challenging times:

Revenue, retention and donor files are down - a trend that only seems to be accelerating.

But there’s a mostly untapped pool of resources available to you!

You need to know how to access those resources and how to engage your entire organization in the process.

Of course, I’m talking about gifts in wills and other legacy gifts. Bequest giving as a percentage of GDP has been flat for decades. But that doesn’t mean the money isn’t there.

But most data about the best ways to encourage legacy giving is too general, too theoretical, or too old to offer real guidance to charities seeking more legacy revenue.

And donors don’t actually have to tell you if they’re considering or have finalized a gift - their decision-making can be a black hole as far as we’re concerned.

Our research shows that the overall rate/strength of legacy consideration varies wildly across charities.

Are you doing what you need to do to capture those dollars from the donors who are making planning decisions NOW?

They aren’t the donors of 20 years ago and the world is a very different place.

Want to learn more? Join me on June 13 for a special webinar and get the first peek at some amazing new research:

In just 30 minutes, we'll dive into the topic of legacy consideration in the charity sector. In April 2023, we surveyed over 10,000 supporters aged 50+ to learn how 100 high-impact charities are performing in the competition for legacy gift dollars and how others can catch up.

During the webinar, we'll introduce the Legacy Competition Index, which highlights the charities with the highest rate of legacy consideration. Will your organizations be on it?

This webinar is a fantastic opportunity to gain valuable insights into the world of legacy fundraising and the impact of competition.

Hosted by (me!) Tracy Malloy-Curtis, JD, Vice President of Legacy Giving, Mal Warwick Donordigital and David Cole, Managing Director, Fastmap.

Date: Tuesday, June 13, 2023 at 9am Eastern and 9am Pacific

Register for 9am Eastern: https://tinyurl.com/Launch-9am 

Register for 9am Pacific/12pm Eastern: https://tinyurl.com/Launch-12pm

Contact me if you have any trouble registering!