Top Tips And Tricks For Legacy Giving

with
Jack Silverstein
On-Demand
$149.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Nonprofit leadership expert Jack Silverstein will help you build a successful legacy giving program. You will learn how to benefit from an infusion of wealth in the years to come.

What You'll Learn

  • How do life events between generations inform decisions?
  • What opportunities can you find in your database?
  • How can allied professionals help you?
  • Are blended appeals effective?
  • Should you work with legacy societies?

Training Overview

Is legacy giving your nonprofit’s key to Baby Boomer wealth? Take advantage of this prime time for legacy giving.

Starting in 2022, the United States will experience an unprecedented shift of demographics and finances that every American will likely feel. Baby Boomers will transfer $30 trillion in wealth to younger generations over the upcoming years. This jaw-dropping amount has led many journalists and financial experts to refer to the event as the “great wealth transfer.”

The combination of Baby Boomers’ financial success and aging creates a perfect situation for transformational gifts to nonprofits. Your organization can capitalize on this opportunity by building a powerful legacy giving program.

  • How do life events between generations inform decisions?
  • What opportunities can you find in your database?
  • How can allied professionals help you?
  • Are blended appeals effective?
  • Should you work with legacy societies?

Who Should Attend?

  • Nonprofit chief executives
  • Executive directors
  • Board members
  • Development staff
  • Consultants
  • Senior management
  • Marketing staff
  • Financial staff
  • Fundraising staff
  • Human resources professionals
  • Communications managers
  • Legacy gift directors
  • Major gift directors
  • Planned giving directors
  • Program directors

Expert Presenter

Jack Silverstein

  • Leads YUCKS Enterprises, a consulting firm specializing in canvasser training and development audits
  • Spent years with a consulting firm, running numerous capital campaigns
  • Served as Executive Director of the Annual Campaign for the Jewish Federation of Ottawa and President of the Ottawa Jewish Community Foundation
  • Previously Vice President of Financial Development for the National Capital Region YMCA-YWCA
  • Began his fundraising career as a student in London, Ontario, canvassing for the Cancer Society
  • Author of Tales From the Trenches – What I Learned from 25 years in Fundraising

CareerLearning Quality Commitment

CareerLearning wants you to be satisfied with your purchase. If this program does not meet your expectations, email us at support@careerlearning.com.