The Art of the Legacy Ask Webinar (July 2020)

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This Month's Topic: The Art of the Legacy Ask


You’ve grown your legacy program, you have an impressive pipeline of donors interested and considering leaving a legacy gift to your wonderful organization and now comes the big moment: THE ASK!

There is a big misconception that soliciting for a legacy gift is the same as asking for a major gift. Nothing could be further from the truth. While there are some similarities, the approach and lead up is completely different.

This webinar will present the similarities and differences between a legacy and a major gift ask, what research tells us how donors make decisions and how you can harness all this information to craft a deeply personal and successful legacy ask.

Learning Outcomes
• Understand how asking for a legacy differs from other fundraising asks
• Learn about the research on how decisions are made
• Feel confident in our ability to make a solid legacy ask


Ligia Peña, CFRE, MInstF, AFP Master Trainer Ligia Peña’s career began in 2002 at the YMCA of Greater Montreal as the Director of Fundraising and Communications. Since then she has worked with many organizations in a senior-level capacity and has offered consulting services under her own banner. She is currently the Global Legacy Manager at Greenpeace International where she drives Greenpeace’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. She’s a seasoned presenter internationally and she’s the author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada. Ligia is a Ph.D. candidate at the University of Kent where she is researching the topic of national umbrella legacy marketing campaigns in the UK and Canada. When she’s not geeking out on legacy related things, she’s either knitting, cooking or planning her next trip. To follow her adventures, you can read her blog at www.globetrottingfundraiser.com or on Twitter @GlobetrottingFr or Instagram at @GlobetrottingFundraiser Email: ligia@globetrottingfundraiser.com LinkedIn: http://ca.linkedin.com/in/ligiapena

Please note this is a group viewing and discussion held at OneOC. The webinar is not accessible from a separate location.

OneOC is proud to partner with AFP-OC to host the monthly audio webinars provided by AFP. These group viewings offer an opportunity for AFP-OC members and community fundraising professionals to learn and collaborate together
Don’t miss this excellent networking opportunity!



Free for AFP-OC Members

Cancellation Policy

As a courtesy to our trainers, all cancellations must be made by phone or email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course. For organizations with an Annual Learning Subscription, cancellations made past the 48-hour grace period will result in a $25 late cancellation fee. If you do not cancel your registration and miss the training, you will be charged a $50 no-show fee.

Purchase $20 / Non-Member

The Art of the Legacy Ask Webinar (July 2020)

Course Sessions:

  • Instructor/Facilitator: OneOC Training Instructor
  • 07/10/2020
  • 11:30 AM - 1:00 PM
  • Timezone: Pacific Standard Time
  • Location: Virtual Zoom Training. You will receive the Zoom Link prior to the training date by email.
  • Maximum Seats: 25
  • Available Seats: 25