Legacy Challenge Programs

Legacy Challenge Programs: Implementing Your First (or Second) Legacy Challenge

Featuring: John B. Kendrick CAP, Courtney Tsai, JD, CAP (2020)
Run time: 60 minutes

Learn how to implement an effective legacy challenge program from those who've done it, twice.

In 2017 and 2019, George Washington University fielded successful legacy challenge programs. In one-hour webinar, John B. Kendrick, Assistant Vice President, Planned Giving, and Courtney L. Tsai, Executive Director, Planned Giving, George Washington University, share how they did it and what they learned.

View this webinar to learn:

  • Why legacy challenges are so effective at stimulating new gifts and getting donors to reveal existing planned gifts
  • The key variables in fielding a successful challenge
  • How to sell a program to your management that is customized to your needs
  • Why you may wish to field a subsequent legacy challenge if you have success with your first one

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A legacy challenge is on our list of things to do in the next year. Thank you to the team at Stelter for helping to support this idea. And thank you to the team at GW for sharing their success in such a thoughtful presentation.

Carol Borgmann, Director of Major and Planned Giving, Lakeside School