Session Description

Would you like to boldly build or boost your bequest revenue? Attend this workshop to learn how to inspire ‘ordinary’ donors to make extraordinary gifts. We’ll explore research that drives the leading legacy marketing programs around the world and share practical pointers you can put to work right away. Throughout the workshop you’ll be creating your very own powerful legacy marketing tool you can easily complete and implement immediately upon returning to your office.

Learning Outcomes:

  • Practical pointers to building/growing a legacy marketing program

  • Attendees will leave the session having created their very own ‘fill-in-the-blanks’ Bequest Inspiration Booklet that they can complete and employ upon return to their office

  • Learn how to use elements from the Bequest Inspiration Booklets to develop content for legacy webpages, mailing series and other useful legacy marketing tools

Lynne Boardman

Managing Director

Harvey McKinnon Associates

Lynne has been working in fundraising for 20 years in both Canada and the UK, starting with an animal welfare charity in Vancouver who really did keep their donor records on recipe cards! She’s worked with a myriad of causes as a fundraiser and a consultant, from international aid to health care, environment, human rights, homelessness, and indigenous education.  Lynne works as the Managing Director of Vancouver and Toronto – based consultancy Harvey McKinnon Associates, where she oversees strategy for clients like Amnesty International, Oxfam Canada, Ecojustice, Indspire and Canuck Place Children’s Hospice.‬‬


David Kravinchuk

Philanthropy Firebrand

The Common Good Fundraising Agency

David lives to empower donors of modest means to experience self-fulfillment by achieving their philanthropic dreams.  He advises The Common Good’s clients like CPAWS/SNAP (Quebec), Crossroads/Carrefour International, The Walrus and on successful strategies for annual giving and legacy marketing programs that build value through meaningful donor relationships.

David also founded Western Canada Fundraising Conference (WCFC), the award-winning annual conference for professional fundraisers in western Canada.

Before launching The Common Good, David was the Senior Philanthropic Counsel at Good Works. Prior to consulting, he was immersed in donor relationship fundraising at University of Alberta and MS Society of Canada.