Building Your Organization’s Legacy Giving Program
Madison, Wisconsin 53704 United States
Join David Koehler, Madison Community Foundation’s Vice President of Advancement, and Camille Zanoni, Director of Donor & Legacy Engagement, for a practical session on building a successful legacy giving program. This workshop will be held on September 3 from 10:00 a.m. to 11:30 a.m. at Goodman Community Center at no cost.
You’ll gain a deeper understanding of how legacy giving can strengthen your organization’s long-term sustainability and how to serve donors during the largest intergenerational transfer of wealth in history.
Participants will explore:
- The growing role of legacy giving in U.S. philanthropy while learning how to identify and engage prospective legacy donors
- Why and how donors make legacy commitments
- Which tools and strategies can help donors achieve their charitable goals
- Effective ways to promote legacy giving
- How to integrate legacy gifts with endowment-building efforts
- How to steward legacy donors to strengthen lasting relationships.
Camille Zanoni works with individuals and professional advisors to help develop and support plans for giving today and through estates, assists nonprofit organizations with establishing and growing their endowments and helps advance MCF’s legacy giving opportunities for the community. Camille has served in the nonprofit sector for more than 15 years, working on major donor fundraising, planned giving, endowment building and donor engagement.
