54. Building & Scaling Your Legacy Giving Program



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About this episode

As fundraisers, we know that navigating the challenges of legacy giving can be difficult. We also know monthly givers have the highest potential and probability of making legacy gifts.

In this episode, Lynne Boardman and I delve into not just the how, but the why and the what of legacy giving. Lynne shares her valuable insights and practical advice on how to make legacy giving an integral part of your fundraising strategy.

You'll learn about the potential pitfalls, the surefire strategies, and most importantly, how to sustain and grow your legacy program.

So, if you've ever struggled with legacy giving, or felt overwhelmed by it, this episode is a must-listen.


Our guest

Lynne Boardman, Managing Director & Head of Client Services, Harvey McKinnon Associates


"The number one reason people don't leave legacy gifts is because nobody ever asked them."

– Lynne Boardman, Managing Director & Head of Client Services, Harvey McKinnon Associates


Resources mentioned in this episode   

Raise & Shine The Podcast

The Healthy Nonprofit: Inspirational Thoughts on Leadership, Purpose and Success by Harvey McKinnon

Western Canada Fundraising Conference (WCFC)

Gryphon Fundraising


Giving USA

The 7 Habits of Happy Kids by Sean Covey


Connect with our guest online

Linkedin / Twitter / InstagramWebsite / Email


Thank you to our sponsors



Bloomerang gathers the best tools, resources, and people in a single place and, through its donor management platform, empowers nonprofit organizations like yours to carry out their missions.

Learn how First Tee of Greater Akron doubled its unique donors, improved donor stewardship, and raised more funds in the first year with Bloomerang.



For more than three decades, iWave has been aggregating wealth, philanthropic, and biographic data and turning it into the actionable intelligence that fundraising teams need to learn more about their donors, raise more money and maximize their impact.

Learn more about iWave.


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59. Elevate Your Nonprofit: Building a Next Level Organization

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