The Art of the Legacy Ask

You’ve grown your legacy program, you have an impressive pipeline of donors interested and considering leaving a legacy gift to your wonderful organization and now comes the big moment: THE ASK! 

There is a big misconception that soliciting for a legacy gift is the same as asking for a major gift. Nothing could be further from the truth. While there are some similarities, the approach, lead up, and what happens next is quite different.

This interactive session will cover the similarities and differences between a legacy and a major gift ask, what research tells us how donors make decisions and how you can harness all this information to craft a deeply personal and successful legacy ask.

Learning Outcomes

  1. Understand how asking for a legacy differs from other fundraising asks
  2. Learn about the research on how decisions are made
  3. Feel confident in our ability to make a solid legacy ask

Recording length: 1 hour, 10 minutes

Speaker: Ligia Peña, President, GlobetrottingFundraiser

Key Topics: major gift, legacy ask, making the ask, fundraising

Purchase here!