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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