Every fundraiser knows that planned giving is important. Every fundraising shop would like to dedicate serious time, effort and money to growing its legacy revenues.

But reality has a way of getting in the way, doesn’t it? You’re short staffed this year. You need to generate more cash this fiscal year. Next month’s gala needs help. Planned giving is never urgent – and what isn’t urgent tends not to get done.

But what if you could do REALLY SMART planned giving work in bite-sized pieces? What if you could have super impact with your donors by doing work in ten or fifteen minute chunks?

Fraser Green knows legacy giving inside out – and he’s been working on legacy programs with organizations like yours for years. Join Fraser as he shows you 16 really small, really simple things you can do to get your planned giving program really up and running!

Learning Objectives:

  1. Participants will have a list of a dozen or more simple projects that can influence their donors to make legacy gifts.
  2. Participants will appreciate that they can 'piggyback' legacy gift marketing onto all sorts of existing donor communications items.
  3. Participants will be able to convince management to grow planned giving activity by very modest increments in staff time and budget allocations.

Fraser Green

Chief Strategist & Smartypants

Good Works

Fraser Green is widely considered one of Canada’s most strategic and creative thinkers in the fundraising sector today. Fraser is the Chief Strategist and Smartypants at Good Works – a consulting firm that propels charities to build deeper relationships with loyal donors and constituents.
Fraser is a gifted communicator. His books, articles, blogs and contrarian rants are widely read around by fundraisers and CEOs around the world. Fraser is a gifted speaker – and as presented sessions and plenary addresses at hundreds of fundraising conferences in Canada, the USA and Europe.
When he’s not staring at his laptop, Fraser loves to hike and ski, bend his body into ridiculous yoga postures, play his guitars, ride bicycles, paddle kayaks and generally explore the world around him. One of these days he’s going to be a great songwriter and novelist.