In Conversation: Legacy Giving, What Are You Waiting For?

Recorded on: August 17, 2023

This webinar is eligible for 1 CFRE.

Gifts in wills are the epitome of fundraising and the best way to secure your charity’s financial future but balancing immediate financial needs with future funding is a struggle. Is leadership skeptical about the viability of a gift in will program? Is long-term planning non-existent in your organization? Do colleagues avoid any conversation about gifts in wills?

Join Clay and Ligia in this funny and fast-paced conversation where we’ll discuss what are legacies, the benefits and pitfalls of a legacy program, and how to build your social capital to get leadership and everyone in your organization excited about legacies and gifts in wills.

Who should participate?

  • Non-profit leaders struggling with securing their long-term financial needs;
  • Fundraising professionals in organizations without a gifts in wills program;
  • Board members.

Learning outcomes

  • Understand what’s preventing you from being able to balance short-term financial goals with long-term needs;
  • Understand how legacies can financially secure the charity’s future;
  • Understand what to expect with a gifts in wills program;
  • How to build a business case for launching or investing in a gifts in wills program.


Ligia Peña, CFRE is President of Globetrotting Fundraiser, specializing in helping charities develop & implement their fundraising and legacy strategy. She’s also a Ph.D. candidate at the University of Kent, researching national legacy marketing campaigns. As an AFP Master Trainer, she’s trained countless fundraisers around the globe. She’s a sought-after and seasoned international presenter who enjoys sharing her knowledge and empowering nonprofits professionals to think about legacies differently by daring to be creative and innovative.