Engaging Donors Through a Legacy Society

October 16, 2025
2:00 - 3:15 p.m. ET

Early Bird Price of $69 Ends September 18!

To register on behalf of another person, to register a group, or for international registrations, please contact copevents@philanthropy.com (recommended) or 571-540-8070 and include the name of the webinar, billing address, and attendee information.

In 2023, charitable bequests totaled nearly $43 billion — a powerful reminder of the role planned gifts can play in ensuring a nonprofit’s sustainability. But because these gifts are often revocable and pledged for the future, maintaining connections with these donors and ensuring their ongoing commitment is essential. That’s where legacy societies come in.

In this session, two seasoned fundraisers will take you inside their organizations’ legacy societies. You’ll learn how they launched, grew, and stewarded their societies, from marketing efforts and donor recognition to privacy considerations and staffing. 

You’ll walk away with:
●    A clear understanding of the role legacy societies play in planned giving
●    Real-world tactics to attract, welcome, and steward members
●    Marketing and donor engagement ideas that won’t strain your budget

Whether you’re building your first legacy society or strengthening an existing one, this session will give you concrete steps to engage donors and ensure their long-term support for your mission.

At the Chronicle we strive to host accessible and inclusive events. This session includes live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 571-540-8070.

Speakers

Jade Bristol
Senior Director of Planned Giving
Earthjustice

Amanda Johnson
Managing Director, Development & Legacy Giving
Breast Cancer Research Foundation

Host

Margie Fleming Glennon
Chief Professional Program Officer
Chronicle of Philanthropy

This webinar is worth 1.25 CFRE credits.