Power Your Legacy Challenge: Turn planned gift intentions into action with FreeWill
Date & Time: Thursday, November 12 at 1:00 pm ET
Length: 55 minutes
Who should attend: All FreeWill partners, esp. with the Planned Giving Suite
Will a recording be available? Yes
What if you could inspire more donors to document their legacy intentions, while unlocking immediate funding for your mission?
A legacy challenge, sometimes called a legacy match, creates a time-bound incentive for supporters to formalize a planned gift, helping you build your future gift pipeline, grow your legacy society, and uncover commitments donors may have already made but never shared.
In this practical training, we’ll explore how to structure a successful legacy challenge, with best practices for creating urgency without losing the deeply personal, values-driven nature of legacy giving. You’ll hear real-world examples from FreeWill partners and learn how to put your FreeWill planned giving tools to work throughout your campaign. You’ll leave with practical ideas, resources, and next steps to launch a legacy challenge of your own.
