Deep Dives

AFP Deep Dive: Unlocking the Potential of Gifts in Wills (Advanced) (3-day series) (May 2024)

Fundraising Strategies: Planned Giving
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Ligia Peña, CFRE, MInstF

May 6, 8, & 9, 2024 (3 day series)
1:00 – 4:00 PM ET Each Day
$369 USD (Members); $499 USD (Non-Members)

Your organization has been running a gifts in wills program for a while and things are getting a little stale. You may be running out of ideas or ways to inspire and engage with donors. Or maybe you simply want to elevate your GiW game? This deep dive will address these issues. During our time together, we’ll explore the most recent research in gifts in wills from around the globe. We'll discuss their practical implications for your legacy program. Then we’ll delve into creating impactful donor journeys and applying decision science principles into your gifts in wills marketing materials. This is going to be a very hands-on and practical course where you will apply your learnings by creating donor journeys, discussing case studies, and critiquing GiW marketing materials.

Presented by: Ligia Peña, CFRE, MInstF, Legacy & Fundraising Coach at GlobetrottingFundraiser

Ligia Peña, CFRE is President of GlobetrottingFundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She's also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She's a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.

Eligible for 8 CFRE points.

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

*Course recordings will not be available.
 

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CFRE Focus Areas

Securing the Gift
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