The Conversation - The Many Layers of Legacy Giving

Legacy giving is more than a transaction—it’s a deeply human conversation. In this session, we explore the psychology of donors, focusing not on where they live or what they do, but how they think, process, and make commitments. Participants will learn how emotional intelligence, curiosity, and empathy are critical to connecting, engaging, and inspiring donors at every stage.

Through real-world examples and practical strategies, we’ll examine how to navigate difficult, surprising, or nuanced conversations with confidence. You’ll sharpen your skills, learn to adapt with an “improv” mindset, and gain actionable approaches to strengthen relationships, integrate legacy giving into broader fundraising, and inspire long-term philanthropic impact. By preparing for every layer of the conversation, fundraisers can leave sessions empowered to engage donors in meaningful, authentic ways that advance both their mission and community sustainability.