Integrating Legacy Touchpoints Throughout the Donor Journey

A legacy gift is the result of the entirety of the donor’s experience with your organization, starting with their very first gift or other interaction and continuing through every subsequent engagement. Rather than existing as a separate, often-outsourced, siloed program, legacy marketing must be embedded as part of every donor experience, every marketing channel, and every fundraising area. 

Log on at: 

https://us02web.zoom.us/j/81182689563?pwd=eVRMM0VrTG44UVF4N2UyM1phRVI3QT09

Meeting ID:   811 8268 9563

Gather all members of your fundraising team and join us on September 14, 2023 at 1 PM for a riveting webinar on how to integrate legacy throughout all of your donor touchpoints. Planned giving teams should attend along with direct marketing colleagues, communications team members, giving officers, donor service staff, and the agency of record. 

Everyone is welcome to learn how you can create a compelling proposition for legacy gifts that is consistent with your overall proposition but framed with future gifts in mind. These messages should be carried across all channels and all fundraising programs, flowing into a seamless donor experience.

You will learn:

1) How to integrate legacy touchpoints across fundraising and marketing 

2) Building your "team" within your organizations 

3) Expanding legacy giving and marketing competencies

ACCCESIBILITY

We will provide automated transcription at this event. If you need additional accommodations, please contact Risa Sudnow at info@dmfa.org or 646-675-7314.

SPEAKERS

Tracy Malloy-Curtis, JD, Vice President, Legacy Giving, Mal Warwick Donordigital  
Amanda Krauss, Director of Legacy and Tribute Gifts, Sempervirens Fund 

FEATURED SPONSOR