Top legacy fundraising strategies from scientific research: International data & results from the lab


After more than 25 years in academic research and frontline fundraising, Professor James brings together scientific results from economics, neuroscience, psychology, demographics, and other disciplines to present the ten most important and effective strategies for increasing fundraising success in planned gifts. Beyond just “war stories,” this presentation gives you a deep understanding of what works – and why – in effective legacy fundraising.

What are the key learnings from your session?

  1. What international data says about the timing of charitable legacy plan additions and changes
  2. How research and theory informs effective legacy gift messaging
  3. Understanding the empirical data showing importance of legacy donor stewardship and age stratification


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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