Holly Wagg

Individual Giving Virtual Summit

Holly Wagg
Holly Wagg

The Pandemic Pivot – Realigning Your Legacy Program to COVID-19

When the Coronavirus pandemic first arrived in Canada, charities across the country first tackled the question as to whether or not they should continue to fundraise in the midst of this crisis. But there was an icky, uncomfortable (Jeff Brooks even called it creepy!) feeling about what do with planned giving. Is the now the time to be talking with donors about gifts that involve their very own death?

And the answer, as it turns out, is yes.

In Canada, the threat to life this pandemic presents has triggered a rush to lawyers’ offices to get new wills written and old wills updated. People are actively thinking and talking about death, and moving from reflective to reactive modes of will-making. This is no time to shy away from a difficult topic.

In the time of COVID-19, how should you be talking about legacy giving (specifically gifts in wills) and how do you need to shift your strategy? This session will help you rethink the way you understand legacy giving in the context of a global pandemic. You will leave with some straightforward tools and tips to ensure you can engage your donors in conversations about mortality and death that are thoughtful, appropriate and effective.