Title: Shaping Winning, Ongoing Legacy Challenge Programs - Lessons from the Field

Presenters: John Kendrick, Louisa Sizemore, Mohammad Zaidi, and Sara Eigenberg

Date: December 14, 2021

Time: 1:00 to 2:00 p.m. EST

Legacy challenge programs (also known as bequest challenge programs) have existed for more than a decade, with impressive results across a wide array of nonprofit organizations. These programs are effective because they meet a variety of donor needs and offer incentives that stimulate action. This session shares learning and strategies from a large multifaceted university (George Washington University), a major cultural/religious organization (the United States Holocaust Memorial Museum), a national advocacy group (American Civil Liberties Union), and an international environmental organization (Friends of the Earth). Common principles underlie these organizations' successes with their challenge programs, while the diversity of their work and their specific legacy challenge approaches show that virtually any organization can succeed with a thoughtfully conceived challenge. The panelists will describe how Legacy Challenges can be effective in meeting multiple fundraising goals and strategies in a variety of settings. These include launching a new Planned Giving program, revitalizing a planned giving program, launching or wrapping up a campaign, increasing the average size of bequest commitments, stimulating constituents to reveal the value of previously existing bequests, and more.

          - Learn how to craft a legacy challenge program that syncs with your organization's unique structure and current state of fundraising.

          - Understand how to repeat a legacy challenge program and make it an important ongoing feature of a successful planned giving program.

          - Understand how to achieve high-level buy-in within your organization and move from concept to implementation.

John Kendrick

George washington university

John Kendrick joined the George Washington University in April, 2008. He leads a team of six planned giving professionals and two support staff who serve all areas of the University. Under John’s leadership, GW expanded the university’s emphasis on gift planning and instituted a full-service real estate philanthropy program. The University raised $196 million of new and realized planned gifts during the $1 billion Making History comprehensive campaign for GW and has raised more than $300 million in planned gifts during John’s 12-year tenure at GW. Previously, he was the Director of Planned Giving for the Smithsonian Institution, where he led planned giving for the Smithsonian's 19 museums and nine research centers. He also held development positions at the National Academy of Sciences and Hood College. His development work follows an 18-year career in advertising, publishing and marketing, including positions as a Vice President at DDB Worldwide, Editor-in-Chief of Targeted Marketing Solutions and Senior Account Executive at Young & Rubicam, Inc. John has a BA in Economics and Government from Cornell, an MBA from Wharton Business School and a Masters degree from the Medill School of Journalism.

Louisa Sizemore

director, planned giving, george washington university 

Louisa Sizemore joined the George Washington University in 2020 as a Director of Planned Giving. In addition to maintaining a portfolio of prospects, she acts as planned giving liaison for several of GW’s schools. Prior to GW, Louisa worked in planned giving for environmental nonprofits for more than eight years. She began her planned giving career at The Nature Conservancy and, most recently, launched a planned giving program and Legacy Challenge at Friends of the Earth. She is a graduate of Miami University in Oxford, Ohio, where she majored in zoology and environmental science. Louisa is a member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council.

Mohammad Zaidi

director of gift planning, american civil liberties union

Mohammad Zaidi has served as the Director of Gift Planning with the American Civil Liberties Union for the past 15 years. He led the $850 million planned gift component of the ACLU’s Centennial Campaign, which ended in March 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 30-year career in development, he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York. He studied Economics at the Stern School of Business at New York University.

Sara Eigenberg

deputy director of planned giving and endowments, united states holocaust memorial museum 

Sara Eigenberg is the Deputy Director of Planned Giving and Endowments for the United States Holocaust Memorial Museum, where she has worked since 2002. Sara's primary responsibilities include cultivating, soliciting and securing deferred gifts in New England, the West Coast and the Southwest, along with handling the full administration of all matured estate gifts benefiting the Museum. Since 2009, under the umbrella of an Endowment Campaign and three successful Legacy Challenges, Sara, along with her planned giving colleagues, have built a vibrant planned giving program that has to date raised well in excess of $150 million in known deferred commitments. Sara earned her BA from the State University of New York at Geneseo and her JD, cum laude, from the Antonin Scalia Law School - George Mason University. She is currently admitted to practice law in the state of Virginia.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.


Purchase Type: 
Date of Event: 
Tuesday, December 14, 2021 - 01:00