Episode 54

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Published on:

28th Jun 2023

Building & Scaling Your Legacy Giving Program

As fundraisers, we know that navigating the challenges of legacy giving can be difficult. We also know monthly givers have the highest potential and probability of making legacy gifts.

In this episode, Lynne Boardman and I delve into not just the how, but the why and the what of legacy giving. Lynne shares her valuable insights and practical advice on how to make legacy giving an integral part of your fundraising strategy.

You'll learn about the potential pitfalls, the surefire strategies, and most importantly, how to sustain and grow your legacy program. So, if you've ever struggled with legacy giving, or felt overwhelmed by it, this episode is a must-listen.


RESOURCES MENTIONED IN THIS EPISODE

Raise & Shine The Podcast

The Healthy Nonprofit: Inspirational Thoughts on Leadership, Purpose and Success by Harvey McKinnon

Western Canada Fundraising Conference (WCFC)

Gryphon Fundraising

CanadaHelps

Giving USA

The 7 Habits of Happy Kids by Sean Covey


CONNECT WITH OUR GUEST ONLINE

Linkedin / Twitter / Instagram / Website / Email

THANK YOU TO OUR SPONSORS

Bloomerang

Thank you to our friends at Bloomerang for being a sponsor of The Intentional Fundraiser podcast.

Bloomerang gathers the best tools, resources, and people in a single place and, through its donor management platform, empowers nonprofit organizations like yours to carry out their missions.

Learn how First Tee of Greater Akron doubled its unique donors, improved donor stewardship, and raised more funds in the first year with Bloomerang.


iWave

For more than three decades, iWave has been aggregating wealth, philanthropic, and biographic data and turning it into the actionable intelligence that fundraising teams need to learn more about their donors, raise more money and maximize their impact.

Learn more about iWave.


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CONNECT WITH TAMMY ZONKER ON SOCIAL

You can also connect with Tammy on Twitter and Instagram at @tammyzonker, and on LinkedIn.


TAKE YOUR FUNDRAISING RESULTS TO THE NEXT LEVEL

To get started, learn more about joining our exclusive Fundraising Transformers Community.

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About the Podcast

The Intentional Fundraiser Podcast
Welcome to The Intentional Fundraiser Podcast, hosted by Tammy Zonker.

If you're passionate about making a positive impact in the world through your work in the nonprofit sector, this podcast is tailor-made for you. I'm here to equip and empower fundraising pros and nonprofit leaders, just like you, with the insights and inspiration you need to elevate your fundraising game and, in turn, transform the world.

In each episode, I dive deep into the world of fundraising, sharing valuable insights, strategies, and success stories that you can immediately put to use to supercharge your fundraising results. Whether you're a seasoned pro or just starting out, there's something here for everyone.

We don't stop at theories and concepts; we bring you focused, highly relevant interviews that explore the latest trends, best practices, and answers to the burning questions that matter most in the nonprofit sector today. You'll get the inside scoop on what's working, what's changing, and how you can stay ahead of the game.

And let me give you fair warning – I'm not afraid to go on a little rant every now and then. Sometimes, a passionate discussion is just what we need to spark those new ideas and innovations.

Ready to dive in? Check out our latest episodes right here. Make sure to hit that subscribe button so you never miss a single episode – trust me, you won't want to!

Join our community of fundraising enthusiasts who are all on a mission to make the world a better place, one episode at a time.

Thank you for being a part of The Intentional Fundraiser Podcast community!

With heaps of gratitude,
Tammy Zonker
Major Gift Expert & Keynote Speaker

About your host

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Tammy Zonker

Hey, There! I’m Tammy Zonker.

I'm the Founder and President of Fundraising Transformed and host of The Intentional Fundraiser Podcast.

I’ve been a major gifts strategist and fundraising expert for more than 25 years. I’m also a certified AFP Master Trainer and international speaker.

I’ve Led and trained thousands of nonprofit social service organizations, private schools, colleges and universities, and healthcare organizations to collectively raise more than a half-billion dollars — and counting — including a single gift of $27.1M.

I have served as adjunct faculty at Indiana University and technical editor for Wiley Publishing’s “Fundraising for Dummies” third edition.

I currently serve as Dean at the Institute for Charitable Giving, a member of the AFP International Conference Education Committee, a member of the Nonprofit Quarterly’s Editorial Advisory Board, a contributing writer to NonProfit PRO, and an advisor at Capital Campaign Pro.

I would love to learn more about the amazing work you do and explore how we can work together to take your fundraising to the next, next level.