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Planned Giving for Pennies - How to Jumpstart Your Bequest Program
Presented by: Kimberley MacKenzie
Do you want to reveal legacy prospects in your donor file but you aren’t sure how to start? By sharing a true example of what she did to go from zero to 43 confirmed expected bequests in less than one year and raise millions of dollars, Kimberley will provide you with five concrete actions you can take today to boost your legacy program.
You will walk away from this session with:
- A clear action plan for your planned giving program
- More confidence to help start the legacy conversation with donors
- Understanding of how to integrate planned giving into your organization
This session is meant for anyone who has an interest in, or responsibility for a legacy program, in particular those generalist fundraising from small to mid sized organizations who are expected to deliver a legacy program off the side of their desk.