Attending and presenting at conferences around the globe and visiting our offices in different markets has exposed me to interesting insights that have made me reflect on what impacts legacy giving. Whether you’re a seasoned legacy professional or just starting out, these insights will help you be more effective and responsive to your donors’ needs. […]


Yesterday the world watched in horror as the beautiful and iconic Notre-Dame de Paris Cathedral went up in flames. If you have had the privilege to visit the Cathedral, I hope you were left breathless as I was when I first visited in 1999. It is obvious that the Cathedral holds a very special place […]


Last week I attended the Association of Fundraising Professionals International Conference in San Antonio, Texas. This conference is always the highlight of conference season because it’s the biggest fundraising conference in the world plus I get to see my friends from around the world. Aside from presenting several sessions, this year was particularly special because […]


On my February 20th post, I talked about segmentation as being the first step to starting or rebooting your legacy program. In it, we covered database segmentation so you can send a survey to your donors. A carefully thought-out survey can be the difference between receiving useful insights that will help you plot your donors […]


Last Friday was International Women’s Day and to celebrate, me and three of my girlfriends spent it at the cottage. It was a wonderful weekend of gifts exchanges, cooking, bonding, catching up and lots of napping! But most importantly, it was about reconnecting, checking in and of course, because three of us work in the […]