Legacy Giving Development (Planned Giving) 

½ Day to 1 Day

It is intimidating to even consider developing a legacy giving program for a small Non-profit. You are thinking that it is only going to work if you are one of the big charities like a hospital or university. You don’t have the time, experience, expertise, budget, or staff to take on these fundraising initiatives. The good news is that smaller charities actually have the advantage in both these areas and in most cases. It can be started and sustained by using volunteers. Learn how to lever these powerful tools.

State of the Nation 2019 Legacy Report by Good Works in Canada

Key Highlights Include

  • 1.5 million English-speaking Canadians have left gifts to charities int heir wills. $216 billion We estimate the total value of existing bequests in wills.

  • Canadians are getting ready to write wills in the next five years – and a subset of them are on track to leave another $42 billion to charities in those wills.


There are many misconceptions around legacy giving (planned giving). Where do you start, who should you approach and what do you say without offending the donor? We walk you through the important steps and questions you need to be asking yourself in developing and sustaining these initiatives. We provide ample opportunity for discussion and interaction during the workshop about some common challenges that most charities face. We also encourage board members to attend because they are vital in the success of these initiatives and their questions can be best addressed during the training.

For legacy giving, you will walk away with a plan to establish a full legacy (planned giving) program by engaging key volunteers.


  • Addressing misconceptions about legacy giving

  • What is the landscape of legacy giving in Canada?

  • Why this is important to the charity and donor?

  • Who should you approach?

  • How to approach to ask for legacy gifts?

  • When should you start?

  • Where are the resources to help develop the program?

  • How to effectively involve volunteers to sustain the program. 


Designed to be taken with as many people from the board and staff as possible. Executive Directors, funding development staff and board members.