Years ago I was asked to review and critique an organization’s legacy marketing materials. It was quite good: nice layout, compelling copy and poignant donor testimonials. Until I saw that it included giving categories. Let’s make something clear, I believe giving categories are a fabulous way to help donors understand what can be made possible […]


Hmm, it’s Wednesday evening and I promised I’d post every Tuesday …. Ok back on track folks! Last week I covered in greater detail the first two tips from the microlearning video I referred to in my January 8 post. Today I’ll discuss the last 2 tips. Tip 3: Start small: drip legacy messages in […]


As promised, Thursdays will be dedicated to Q&As. They can be on the topic discussed on Tuesday’s post or they can be on anything else you are curious about. Here goes: I don’t have the budget to start a legacy program. What do you recommend? There is so much you can do even if you […]


In last week’s entry, I shared with you four tips to get your legacy program off the ground. I hope you found it useful. I promised to elaborate on every point so here goes. Tip 1: Get buy-in from senior management and the board (find allies) Proposing a new fundraising program can be intimidating to […]


If you have been struggling with launching a legacy program, fear not my friend, you are not alone! It can appear to be daunting but trust me, it doesn’t have to be. I’m certain you are probably saying to yourself: “oh sure, she’s at a big NGO, it must be easier there!”. Well the answer […]