FUNDRAISING TRAINING

Legacy Giving Development (Planned Giving)  1 Day

CFRE 2026 Approved Credits

(1 DAY)

  • There are many misconceptions about 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 to 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 asking 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.

Open course availability

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