We all want to implement the best approaches to engage and inspire donors to consider a gift in their will to our organizations. Which explains why it’s usually the first question I get asked when presenting a webinar or education session. Instinctively, I’d make a quick list off the top of my head. It became […]


Legacy marketing has traditionally taken form as printed collateral: brochure, pamphlet and oh my goodness, the dreaded “death newsletter“! How about diversifying your legacy marketing arsenal with some carefully and thoughtfully developed videos to post on your organization’s social media platforms, more specifically Facebook. According to Forbes, people over the age of 65 is the […]


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 […]