Marketing and Communications

Engaging Board Members to Grow Your Legacy Society

Tricia Benson

FRIDAY, OCTOBER 4, 11:30 A.M. – 12:30 P.M.


When board members and key committee leaders become "ambassadors" for your planned giving program, great things can happen! In this session, we will discuss how the Cystic Fibrosis Foundation's Legacy Society has grown from 74 members to over 530 in three years through a comprehensive multi-channel marketing plan that included educating and engaging board members at the national and local level. Using the research on national trends in population demographics, wealth transfer, planned giving and information from Russell James, we implemented an educational series across our local chapter model. After reviewing this Cystic Fibrosis program, we will discuss attendees’ ideas for engaging board members. Participants will leave with a draft presentation to use in your next board meeting.

Learning Objectives

  1. Review the vital role non-profit board members play in legacy giving programs.
  2. Discuss specific goals, strategies and tactics for educating board members on legacy giving.
  3. Create next steps for approaching your board of directors.


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Tricia Benson

Senior Director of Planned Giving, Cystic Fibrosis Foundation

Tricia Benson is the Senior Director of Planned Giving at the Cystic Fibrosis Foundation, headquartered in Bethesda, Maryland, with responsibilities for planned giving, annual fund and direct mail. Prior to the CF Foundation, Tricia was Director of Foundation Relations and Planned Giving at the Human Rights Campaign in Washington, DC. A native Tennessean, Tricia is a graduate of Vanderbilt University School of Nursing and has a Master’s Degree in Maternal Child Health from Emory University. She spent several years in clinical and administrative healthcare roles before moving into fundraising and philanthropy.