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