Deep Dives

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

Fundraising Strategies: Planned Giving
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Ligia Peña

March 13, 15 & 20, 2023 (3-day series)
1:00 – 4:00 PM ET Each Day
$299 (Members); $399 (Non-Members)

There are many lessons learned from 2020, one of which is that charities with a gifts in wills program managed to survive a little better than those without one. Another is that the number of digital wills written exponentially increased (208% increased by Baby Boomers in the UK).

Are you integrating gifts in wills messaging across all communication channels? Are you creating engaging journeys for your donors to be inspired to leave a gift in their will?

We’ll dive deep into the mechanics of getting a gifts in wills program in your organization. Whether you’re a small shop or a large international organization, this interactive, research and data-driven course will have you ready to start implementing or rebooting your gifts in wills program straight away. You will also learn how to create donor personas and tailored donor journeys that will excite and inspire your donors to leave the ultimate gift.

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

Eligible for 8 CFRE Education Points

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

**Course recordings will not be available.


CFRE Focus Areas

Securing the Gift
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