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   

Raise & Shine The Podcast

The Healthy Nonprofit: Inspirational Thoughts on Leadership, Purpose and Success by Harvey McKinnon

Western Canada Fundraising Conference (WCFC)

Gryphon Fundraising

CanadaHelps

Giving USA

The 7 Habits of Happy Kids by Sean Covey

 

Connect with our guest online

Linkedin / Twitter / InstagramWebsite / Email

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Subscribe to this podcast

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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.

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55. Unleashing the Power of Innovation in Fundraising Strategies

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53. Unleashing The Power of Communication in Your Nonprofit