Panel: Legacies, Management and Language


Fundraisers are well aware of the potential legacy giving has to radically boost their organizations’ revenue. But many get stuck on how to talk to donors and prospects about planned giving. How to you approach conversations about legacy giving that put values at the centre? That are about stories, not about death and dying.

The simple truth is this: talking to your supporters about leaving bequests isn’t as scary as you think. In this engaging, conversational session, Canadian legacy experts Jen Love and Fraser Green are going to show you some of the tips and tricks about legacy giving conversations. Jen and Fraser promise that at session’s end you’ll have inspiration, confidence and ability to engage in the legacy conversations – and raise a LOT more money!

Questions answered during this session:

  • How do you talk to supporters about their own deaths?
  • Where does storytelling fit in legacy persuasion?
  • What are your three top tips for people who want to improve their legacy fundraising skills?
  • When you have little or nothing in place – and next to no budget, how do you start a legacy fundraising program
  • What are the best stories to look for?
  • What has surprised you about legacy giving recently?
  • How have you applied recent research insights into your strategies?


Speakers are added to our events as we receive their details and are updated continuously. These events achieve the goals set out in our EDI commitment.

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