Episode 39: How to Build and Grow Nonprofit Legacy Programs, with Ligia Peña
Play • 34 min
How do you build and grow a nonprofit legacy gift program at the most sensitive time in modern history?

Legacy planning can be tough to talk about in general… but during a pandemic that has claimed millions of lives might be the toughest. And yet, we have a responsibility. Not to our organizations, but to the people who care about the issues we’re tackling. We owe them the opportunity to make a lasting impact on the world.

When legacy inquiries spiked 300% last year, nonprofits that had well-established gift-in-will programs found themselves better-equipped to maintain their funding and services. They were also in a better position to honor the hopes of their supporters for a better future.

Legacy fundraising consultant Ligia Peña helps organizations create or reboot their legacy programs systematically. She joins us on the show to share how nonprofits of all sizes can identify and track the most important key performance indicators, creating simple dashboards that assess the health of the program.

** Episode Links and Shownotes: https://nphf.show/ep39 **

What we’ll be discussing:

  • The need for legacy giving opportunities today
  • Legacy gift tracking mistakes that most nonprofits make
  • The two types of KPIs every organization should measure
  • The four stages of gift prospects you can track
  • Dangers of false security and how to spot them
  • Simple tools for tracking your program’s performance
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