During this dynamic 2-hour workshop, participants will delve into the art of crafting compelling legacy messages with Aimée Lindenberger, CFRE. Based on the insights from her books “How to Talk About Legacy Giving” and “How to Engage Potential Legacy Donors”, this interactive workshop session will equip you with the tools to effectively market legacy giving at your organization. Through hands-on application and discussions, you’ll learn to craft compelling legacy messages, use behavioral science principles to connect with donors, and implement proven outreach methods across various channels. Throughout the session, you’ll apply these insights to your organization’s unique context, and create an engagement plan that inspires action. As an added bonus, four lucky registrants will receive a copy of Aimee’s insightful legacy giving books! Register today and begin making a difference that will resonate long beyond your lifetime!
Key Takeaways:
- Understand Legacy Giving Theory. Draw insights from the work of Dr. Russell James and Dr. Jen Shang. Explore the psychological drivers behind donors' decisions to include charitable gifts in their Wills.
- Differentiate Legacy Messaging from Traditional Fundraising Communications. Discover key nuances for crafting legacy giving messages and how they’re different from general organizational communications or immediate fundraising messages.
- Practical Tips, Techniques and Actionable Strategies. Receive actionable tips and techniques for crafting your own compelling legacy messages. Learn how to tailor your messaging to evoke emotion, align with donors' values, and inspire lasting impact
- Q&A and Discussion, and hear from other people’s experiences
For information on the availability of bursaries to cover the cost of attendance, please email Tracey Lundell, CAGP Membership Chair at tlundell@seaglasswealth.com
Aimée Lindenberger, CFRE, is the author of two recently published books,”How to Talk About Legacy Giving” and ”How to Engage Potential Legacy Donors“ and Founder of Refocus Fundraising. As one of the first in the world to complete a certificate in Philanthropic Psychology, Aimee shares new legacy giving approaches with charities across Canada from the largest national to local non-profits, helping them engage their supporters more deeply, particularly in legacy giving, which is her passion. She has worked with organizations such United Way British Columbia, Plan International Canada, VGH + UBC Hospital Foundation, Heart & Stroke Foundation Canada, WWF-Canada, The Salvation Army and many others.
As a Senior Consultant with Global Philanthropic Canada, Aimée’s approach to collaborating with clients starts with a tender heart, insightful mind, and a drive to make meaningful connections.
(excerpt from “How to Talk About Legacy Giving”). “Legacy giving is about weaving the generosity of individuals into the fabric of our future. It’s about creating enduring impacts that resonate beyond lifetimes. And it’s by far the most cost-effective way to raise money for charities and support their work to make our world a better place.”
|
Time (PT)
|
Event
|
|
7:30 a.m. – 8:00 a.m.
|
Registration & Networking
|
|
8:00 a.m. – 8:50 a.m.
8:50 a.m – 9:30 a.m.
9:30 a.m. – 9:45 a.m.
9:45 a.m. – 10:00 a.m.
|
Part I Workshop | Roundtable Discussions
Part II Workshop | Roundtable Discussions
Q & A
Book Draw & Closing
|
Full participation in Legacy Giving Essentials: Messaging & Outreach is applicable for 1.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
A Special Thank You to our Exclusive Sponsor:
