Game, Set, Match: A Legacy Challenge Fund

William Samers & Shira Hudson 
This presentation will provide an overview of how to create and implement a legacy challenge fund. It will address areas such as how to choose the match donor, different types of structures for a match, timing, marketing materials, training of staff, challenges organizations may face, and strategy for implementation. It will also provide a case study of a successful challenge match which raised over $30 million in future bequest income for the organization.
Learning Objectives: 
1. How To Create a Challenge Match.
2. How to obtain current dollars while building a future.
3. How to obtain more legacy gifts
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
Conference Year: 
NCPP 2015
Event Type: 
Conference Session
Purchase Type: 
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