Interview with Ligia Pena CFRE
Legacy Fundraising/Gifts in Wills Coach & Consultant at Globetrotting Fundraiser
Define your legacy giving proposition and communicate effectively
Over the past 20 years Ligia Pena has worked as a fundraiser for organizations in Canada and internationally and was previously the Global Legacy Manager for Greenpeace International. Today, Ligia is a highly sought after legacy fundraising coach and consultant through her consultancy Globetrotting Fundraiser.
Interview with Ligia Pena CFRE
Legacy Fundraising/Gifts in Wills Coach & Consultant at Globetrotting Fundraiser
Define your legacy giving proposition and communicate effectively
Over the past 20 years Ligia Pena has worked as a fundraiser for organizations in Canada and internationally and was previously the Global Legacy Manager for Greenpeace International. Today, Ligia is a highly sought after legacy fundraising coach and consultant through her consultancy Globetrotting Fundraiser.
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Summary of video interview with Ligia Pena CFRE
Section 1: Ligia’s background story in fundraising
- The beginning of Ligia’s fundraising career and lessons learnt
- Reflecting on a successful fundraising campaign to be part of and why it was successful
Section 2: Legacy fundraising at Greenpeace International
- What the role of Global Legacy Manager at Greenpeace International entailed and why the role was important to fundraising
- Implementing a complex global legacy program and the processes put in place
- Legacy program best practices
- Challenges to overcome in the role of Global Legacy Manager
Section 3: Legacy fundraising strategies
- How legacy giving strategies can vary across different nonprofit sectors
- Common mistakes legacy giving managers and nonprofits are making
- Best channels to be communicating with prospect legacy gift donors
- Making ‘the ask’ and whose role this usually is
- How Covid-19 is changing traditional legacy giving concepts
- An example of an organisation doing impactful legacy gift campaigns
Section 4: Professional development for fundraisers
- Serving on boards and adding value to nonprofits
- Advice to aspiring fundraising leaders on how to serve on their first board
- The importance of being recognised as a CFRE
Section 5: Final advice
- Future ambitions and plans for the next 5 – 10 years in fundraising
- Final advice to inspire and fulfil fundraisers
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