Planned Giving for the 21st Century: How to Run a Successful Legacy Challenge

Jun 13, 2023 | Education Sessions

#CCAE2023 National Conference Virtual Session

Featuring:
Christina Vroom, Associate Director, Bequests & Planned Gifts, McGill University
Stephanie Wereley, Communications Officer, McGill University

The 200 for 200 Legacy Challenge was McGill University’s first ever fundraising challenge dedicated to planned giving. Launched as part of the University’s Bicentennial celebrations, it aimed to secure 200 planned gifts for the 200th anniversary. This session will share the Legacy Challenge’s strategies and learnings and describe how it effectively met multiple fundraising goals – including revitalizing a legacy giving program, galvanizing donor participation, increasing the average number of annual legacy gift commitments, unearthing existing legacy donors, and more.

 

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