Future focus: AI, reimaging family/communities, marketing

A practical, grounded roadmap for the decade ahead — built around what will change, what might, and what never does in legacy fundraising.

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A decade ago, legacy fundraising was a very different landscape. So, what will the next ten years look like for your cause—and how can you make sure your team is ready?

Rather than guessing at tech trends, this practical session gives you a clear, grounded roadmap for the decade ahead. We will break down how to build a resilient legacy strategy around three clear anchors:

What we know will change: Preparing for major demographic shifts and long-term population trends.
What might change: Making sense of AI, shifting donor habits, and broader economic factors without getting lost in the noise.
What never changes: Rooting your strategy in timeless human psychology, empathy, and genuine connection.
Join me to step back from the daily detail and gain practical actions to help your charity grow legacy gifts long into the future.

Key learnings from this session:

  • Trying to predict the future is important for charities and legacy fundraisers.
  • There are a mix of things we do and don’t know, get comfortable with understanding what matters.

 

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