Deep Dives

AFP Deep Dive: Getting Started With a Gifts in Wills Program (3-day series) (July 2025)

Fundraising Strategies: Planned Giving
Ligia Peña, CFRE headshot

July 7, 8 & 9, 2025 (3-day)
1:00-4:00 PM ET Each Day
$379 USD (Members); $519 USD (Non-Members)

In this Deep Dive, we’ll break down the mechanics of getting a gifts in wills program started. Whether you’re a small shop or a large international organization, this interactive, research and data-focused masterclass will have you ready to start implementing, or rebooting, your gifts in wills program straight away. During our time together, we will take you through the process to get leadership excited for the program, the systems, procedures and policies needed, the statistical predisposition to identify prospects, and how to build a pipeline (actually, a lifeline) of donors eager to engage in a legacy conversation.


Presented by: Ligia Peña, CFRE

Ligia Peña, CFRE, is a global legacy fundraising expert and strategist at GlobetrottingFundraiser. A Ph.D. candidate at the University of Kent, she explores how impact reporting builds donor trust. Ligia has trained thousands worldwide and is co-author of Excellence in Fundraising in Canada, sharing innovative strategies to drive transformational legacy giving.

Eligible for 8 CFRE points (pending approval).

Course is limited to 30 participants. A wait list will be maintained.

*Course recordings will not be available.

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Securing the Gift
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