54. Building & Scaling Your Legacy Giving Program
About this episode
As fundraisers, we know that navigating the challenges of legacy giving can be difficult. We also know monthly givers have the highest potential and probability of making legacy gifts.
In this episode, Lynne Boardman and I delve into not just the how, but the why and the what of legacy giving. Lynne shares her valuable insights and practical advice on how to make legacy giving an integral part of your fundraising strategy.
You'll learn about the potential pitfalls, the surefire strategies, and most importantly, how to sustain and grow your legacy program.
So, if you've ever struggled with legacy giving, or felt overwhelmed by it, this episode is a must-listen.
Our guest
Lynne Boardman, Managing Director & Head of Client Services, Harvey McKinnon Associates
"The number one reason people don't leave legacy gifts is because nobody ever asked them."
– Lynne Boardman, Managing Director & Head of Client Services, Harvey McKinnon Associates
Resources mentioned in this episode
The Healthy Nonprofit: Inspirational Thoughts on Leadership, Purpose and Success by Harvey McKinnon
Western Canada Fundraising Conference (WCFC)
The 7 Habits of Happy Kids by Sean Covey
Connect with our guest online
Rate, review, and follow on Apple Podcasts
“I love Tammy and The Intentional Fundraiser Podcast” 👈 If that sounds like you, please consider rating and reviewing my show! This will enable me to reach more fundraisers — just like you — and help them become better fundraisers, faster. Click here, scroll to the bottom, tap to rate with five stars, and tap “Write a Review.” Then, let me know what you liked most about this particular episode or how you find my podcast helpful, valuable, insightful or inspiring in some way.
Subscribe to this podcast
Also, if you haven’t done so already, subscribe to this podcast. I’m adding a bunch of bonus episodes to the feed and, if you’re not following, there’s a good chance you’ll miss out. Subscribe now!
Connect with Tammy Zonker on social
You can also connect with Tammy on Twitter and Instagram at @tammyzonker, and on LinkedIn.
We can help you take your fundraising results to the next level
To get started, learn more about joining our exclusive Fundraising Transformers Community.