Imagine this: you want to create a legacy video for your organization but you are not sure where to start. It’s normal! It’s a big project, lots is at stake and you are probably asking yourself: How can I tell our story? What’s our legacy proposition? Who’s story can we tell? Doing some reconnaissance work […]


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. […]


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 […]


One common question that I hear a lot is: where do I start? We’ve all been there, you need to start a new project, a new letter or in this case, a new legacy program and all you see is that awful white page on your computer. You know the one that is judging you, […]


Tuesday’s post on was the most read thus far. I hope it fostered an honest conversation about how we are not only reporting on legacies but also evaluating legacy programs and fundraisers, and it has. I would like to use today’s Q & A Thursday to address some of the questions and concerns the post […]