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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