How to Cultivate Donor Relationships Through Meaning Legacy Planning
In this session, legacy planning expert Laura A. Roser shares how to make non-financial estate planning (passing on beliefs, wisdom and experiences) a part of your fundraising process and provide donors with tools to define their giving vision, values, and stories and plan a more meaningful legacy.

A legacy approach enables you to deepen donor relationships, attach more emotional significance to a donor's gift, and involve their family in the process.

You will learn:

  • Why most estate plans are not “philanthropic friendly” and what to do about it.
  • The seven components of a comprehensive legacy.
  • How Meaning Legacy planning can attract sophisticated donors.
  • Ways to help donors authentically connect with their purpose and your cause.

As a Nonprofit Academy member, there's no additional fee for this session. You'll automatically be registered around a week or so before the session. If you aren't getting emails from GoToWebinar about these webinars, check your spam filter. Or check to see that your subscription is paid by going to If that is all set and you haven't gotten the email confirmation from GoToWebinar, you can register directly at: (Please do not share that link with non-members.)