Netflix & Will: Marketing Legacy Giving to a Millennial Audience

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Event Info
Summary:

COVID-19 propelled a huge uptake in will-making – and most of those new wills are being made by Millennials and Gen X. The legacy market has evolved! In this session, we’ll unpack what it means to market legacy giving to a younger target audience. From the impact of their long lifespans on our KPIs, to the way they’ll influence revenue, to the ways we need to evolve our marketing creative and channel choices.

Participants will:
1. Understand traditional legacy KPIs and revenue forecasting in relation to this demographic.
2. Explore tactics, creative, frequency, and language that is more effective in cultivating and stewarding a Millennial prospect.
3. Explore how annual and legacy intersect for this group.

This is a virtual programming session. The zoom link will be emailed to you a few days prior to the event.

This virtual presentation provided by GoodWorks features presenters Charlotte Field and Melanie Lepper.

Presenter: Charlotte Field, Partner & Head of Client Delivery - Good Works

Charlotte is a fundraiser and digital native with more than 15 years of experience in communications and fundraising. She’s a strategic thinker with a mind for integrating offline and online tactics to create cohesive donor journeys that generate exceptional results. As a partner at Good Works, she’s worked with charities of all sizes and causes to raise funds from annual and legacy donors. Charlotte is a co-author of ‘You Can’t Take It With You: The Art & Science of Legacy Fundraising’ (2019), a regular on the conference circuit, and pronounces ‘GIF’ with a hard ‘G’.

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Presenter: Melanie Lepper, Director, Client Experience - Good Works

Melanie has more than 11 years of experience in the fundraising sector, conceptualizing and managing innovative direct response campaigns for mail, phone, and digital. Since joining Good Works in 2018, she's worked with nonprofit clients of all sizes to build their legacy giving pipelines, and communicate with prospective donors through compelling, inspiring, and effective storytelling.

Melanie holds a Bachelor in Public Relations from Mount Saint Vincent University, is a member of the Association of Fundraising Professionals (AFP) Ottawa Chapter, and successfully gained her CFRE in 2022, as well as her Certificate in Philanthropic Psychology in 2024.

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When

18 November, 11:30am to 18 November, 1:30pm

Where

Virtual Event

Canada

Contact

syakabowich@abundance.ca
Phone: 204-813-5450

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