Followi ng up from last year’s session on the psychologica l drivers behind donors' decisions to include char itable gifts in their Wills\, this Part 2 workshop will focus on the important cultivation\, convers ion and stewardship phases of legacy giving.
\n \nDuring this dynamic morning workshop\, part icipants will explore the critical next phases of the legacy giving journey with Aimée Lindenberger\ , CFRE. This session follows up on the foundationa l insights from her first two books\, "How to Talk About Legacy Giving" and "How to Engage Potential Legacy Donors\," diving deeper into the upcoming books three and four of her series: the pivotal Cu ltivation & Conversion phase and the ongoing Stewa rdship phase of legacy giving.
\n \nThis wo rkshop addresses the all-important 2-3 year window it takes most donors to move from expressing inte rest in legacy giving to actually making a gift in their Will (or other estate gift)—and how to nurt ure these relationships long after the commitment is made. Through hands-on application and discussi ons\, you'll learn to navigate the nuances of the cultivation process\, apply behavioral science pri nciples to deepen donor relationships\, and implem ent proven stewardship strategies that transform l egacy prospects into realized gifts and loyal lega cy donors.
\n \nThroughout the session\, yo u'll apply these insights to your organization's u nique context and develop a practical roadmap for moving donors through each phase of the legacy giv ing journey.
\n \nKey Takeaways:
\n \n < p>• Master the Cultivation & Conversion Timeline. Understand the 2-3 year journey donors experience and learn evidence-based strategies to guide pros pects from interest to commitment.\n \n• Implement Proven Stewardship Practices. Discover h ow to engage and steward legacy donors who self-id entify\, ensuring their gifts create the impact th ey envision.
\n \n• Practical Tools for Yo ur Organization. Receive actionable techniques and a tailored engagement plan that addresses the spe cific challenges of moving donors through the cult ivation\, conversion\, and stewardship phases.
\n \n• Q&A\, Discussion\, and Peer Learning. Hear directly from Aimée and learn from the experi ences of other professionals navigating legacy giv ing programs.
\n \n
For information on the availability of b ursaries to cover the cost of attendance\, please email Tracey Lundell\, CAGP Membership Chair at tl undell@seaglasswealth.com
DESCRIPTION:Following up from last year’s session on the psych ological drivers behind donors' decisions to inclu de charitable gifts in their Wills\, this Part 2 w orkshop will focus on the important cultivation\, conversion and stewardship phases of legacy giving .\n \n \n \n During this dynamic morning workshop\ , participants will explore the critical next phas es of the legacy giving journey with Aimée Lindenb erger\, CFRE. This session follows up on the found ational insights from her first two books\, "How t o Talk About Legacy Giving" and "How to Engage Pot ential Legacy Donors\," diving deeper into the upc oming books three and four of her series: the pivo tal Cultivation & Conversion phase and the ongoing Stewardship phase of legacy giving.\n \n \n \n Th is workshop addresses the all-important 2-3 year w indow it takes most donors to move from expressing interest in legacy giving to actually making a gi ft in their Will (or other estate gift)—and how to nurture these relationships long after the commit ment is made. Through hands-on application and dis cussions\, you'll learn to navigate the nuances of the cultivation process\, apply behavioral scienc e principles to deepen donor relationships\, and i mplement proven stewardship strategies that transf orm legacy prospects into realized gifts and loyal legacy donors.\n \n \n \n Throughout the session\ , you'll apply these insights to your organization 's unique context and develop a practical roadmap for moving donors through each phase of the legacy giving journey.\n \n \n \n Key Takeaways:\n \n \n \n • Master the Cultivation & Conversion Timelin e. Understand the 2-3 year journey donors experien ce and learn evidence-based strategies to guide pr ospects from interest to commitment.\n \n \n \n • Implement Proven Stewardship Practices. Discover how to engage and steward legacy donors who self-i dentify\, ensuring their gifts create the impact t hey envision.\n \n \n \n • Practical Tools for Yo ur Organization. Receive actionable techniques and a tailored engagement plan that addresses the spe cific challenges of moving donors through the cult ivation\, conversion\, and stewardship phases.\n \ n \n \n • Q&A\, Discussion\, and Peer Learning. H ear directly from Aimée and learn from the experie nces of other professionals navigating legacy givi ng programs. \n \n \n \n \n \n \n \n \n \n \n \n For informati on on the availability of bursaries to cover the c ost of attendance\, please email Tracey Lundell\, CAGP Membership Chair at tlundell@seaglasswealth.c om\n \n CATEGORIES:Chapter Event CALSCALE:GREGORIAN DTSTAMP;TZID=America/New_York:20261029T073000 DTSTART;TZID=America/New_York:20261029T073000 DTEND;TZID=America/New_York:20261029T103000 LOCATION:Vancouver Foundation\n 500-1075 West Georgia Stree t\n Vancouver\, BC V6E 3C9\n Canada\n URL:https://www.cagp-acpdp.org/fr/civicrm/event/info?reset=1&id=1711 END:VEVENT END:VCALENDAR