Stop 51 of 58 · about 6 minutes
How do you talk about legacies to people who have pledged one, and to people who have not, without mixing them up? Legacy giving is slow and personal. This journey keeps pledgers in a gentle yearly loop and gives everyone else a path to the idea.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Legacy motivations starts from Active supporters and splits on Legacy pledgers:
Unsubscribe and Bounced exit at each split.
How to use it. You need a legacy pledger flag on the Supporters table for the first split; if you don't record pledges yet, that is the data to start collecting. Write the pledger emails as thanks, never as asks. Once a year is enough. The non-pledger branch is where the legacy conversation starts, so keep its emails about the work, not the will.
Answer: Once a year, with a check that they are still pledgers
The loop is called Repeating annually.
Legacy givers want to be remembered, not asked. A yearly loop with an exit check does exactly that.
Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.
It is stop 51 of 58. Open it in the course, or start from the beginning.
Open this stop in the course