legacy giving: fulfilling final wishes · legacy giving: fulfilling final wishes ten things you...

13
Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

Upload: others

Post on 23-May-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

Legacy giving: Fulfilling final wishesTen things you need to know about legacy fundraising

Chris Millward

CEO, Institute of Legacy Management

Page 2: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

About me

Page 3: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

1 & 2 - Understanding your world

Page 4: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

3 - Are you ready?

Page 5: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

4 – Establishing the vision

Page 6: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

5 - Structuring your approach

Page 7: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

6 - Personalisation

Page 8: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

7 – Baby boomers and beyond…

Page 9: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

8 – Data

Page 10: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

9 -Tactics

Page 11: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

10 - Safeguarding the future

Page 12: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

Any questions?

Page 13: Legacy giving: Fulfilling final wishes · Legacy giving: Fulfilling final wishes Ten things you need to know about legacy fundraising Chris Millward CEO, Institute of Legacy Management

Thank You

Chris Millward

Institute of Legacy Management

[email protected]

www.legacymanagement.org.uk

@Legacy_Mngment