arrow_drop_down_circle
Live + Free Strategy Session with Jim Shapiro & Sarah Lundberg
Legacy Giving Made Simple
Legacy Giving Made Simple
Tuesday, August 25, 2026 at 2pm ET, 11am PT
Tuesday, August 25, 2026 at 2pm ET, 11am PT
Seating is limited so act fast!
- -
DAYS - -
HOURS - -
MINUTES - -
SECONDS
– Live + Free Strategy Session with Jim Shapiro & Sarah Lundberg –
Legacy Giving Made Simple
Legacy Giving Made Simple
Tuesday, August 25, 2026 at 2pm ET, 11am PT
Tuesday, August 25, 2026 at 2pm ET, 11am PT
Seating is limited so act fast!
- -
DAYS - -
HOURS - -
MINUTES - -
SECONDS
Right now, more wealth is changing hands than at any point in history, as the Boomer generation passes it on to the next. Some of it is already earmarked for your organization. The question is whether you're set up to receive it.
Because every year you don't have a legacy giving plan, you're losing gifts you'll never even know you lost.
You don't need a full program to change that. You need to know how to recognize the moment when a donor is ready, and have a few simple things in place so you're ready too. That's what this session is for.
Because every year you don't have a legacy giving plan, you're losing gifts you'll never even know you lost.
You don't need a full program to change that. You need to know how to recognize the moment when a donor is ready, and have a few simple things in place so you're ready too. That's what this session is for.
Here's what you'll learn:
Here's what you'll learn:
arrow_drop_down_circle
Divider Text
chevron_right
What Legacy Giving Actually Is
Forget the jargon. Jim Shapiro will walk you through legacy gifts in plain language, so you can talk about bequests, gift annuities, trusts, and IRA gifts as comfortably as you talk about a check.
Forget the jargon. Jim Shapiro will walk you through legacy gifts in plain language, so you can talk about bequests, gift annuities, trusts, and IRA gifts as comfortably as you talk about a check.
chevron_right
The Life Events That Signal a Donor Is Ready
Legacy conversations don't start with a marketing campaign. They start with a retirement, a death in the family, a sold business, an updated will. Jim will show you the specific moments to listen for in everyday donor conversations, and what to say when you hear one.
Legacy conversations don't start with a marketing campaign. They start with a retirement, a death in the family, a sold business, an updated will. Jim will show you the specific moments to listen for in everyday donor conversations, and what to say when you hear one.
chevron_right
The Three Things You Need in Place Before It Happens
You need simple bequest language you can hand a donor on the spot. You need one person on your team who owns the follow-up. And you need somewhere to send legal or tax questions you can't answer yourself. Jim will show you how to get all three in place, even if you're starting from nothing.
You need simple bequest language you can hand a donor on the spot. You need one person on your team who owns the follow-up. And you need somewhere to send legal or tax questions you can't answer yourself. Jim will show you how to get all three in place, even if you're starting from nothing.
chevron_right
Your Next 30 to 60 Days
You don't need a fully built program to get started. You'll leave with a short list of concrete next steps, whether your organization has never touched legacy giving or already has a few legacy donors you haven't formally recognized.
You don't need a fully built program to get started. You'll leave with a short list of concrete next steps, whether your organization has never touched legacy giving or already has a few legacy donors you haven't formally recognized.
BONUS: Everyone who attends live will receive the Legacy Giving Roadmap, a simple framework that shows you exactly where your organization stands and what milestone comes next.
This session is for you if:
This session is for you if:
Your organization has never had a formal legacy giving program
You have a few legacy gifts already but no real system around them
You want to be ready for the wealth transfer already underway, instead of catching up to it later
Jim Shapiro and co-host Sarah Lundberg have helped organizations of every size build legacy giving programs that actually work. After this session, you'll know exactly where to start, and you won't need to become an expert to do it.
Come with your questions. There will be plenty of time for Q&A.
Come with your questions. There will be plenty of time for Q&A.
Presented by
Presented by
Jim Shapiro
Jim Shapiro
Co-Founder
Jim Shapiro is the fundraising coach you’ve always wanted, the proven Sherpa who can help you get to the top of the mountain. Jim has 30 years’ experience raising money, including serving as the VP of Development for a global $100m nonprofit. He co-founded The Better Fundraising Co. to help small-to-medium nonprofits raise more money.
Sarah Lundberg
Sarah Lundberg
Senior Fundraising Advisor
Sarah is a lifelong Midwesterner living in Grand Rapids, Michigan. She has been part of the nonprofit world for over 18 years, most recently as Director of Marketing and Communications at an international ministry. She recently earned her Fundraising Management Certificate from North Park University in Chicago.
PO Box 1563 Edmonds, WA 98020 | info@betterfundraising.com
© 2026 The Better Fundraising Co.