Legacy Bootcamp

Learn to build a successful legacy program.

No jargon. Just what you need.

Legacy fundraising doesn’t fail because charities don’t care. It fails because confidence has to be built on something, and most fundraisers were never given the evidence-based fundamentals to build it on.

Legacy fundraising and planned giving can feel overwhelming if you have never done it before. The terminology is unfamiliar, the timelines are long, and everyone seems to have an opinion but nobody offers a clear starting point.

The Legacy Bootcamp is a self-paced online programme built to fix that: short video lessons, practical templates, worksheets, and real-world examples, all working through the fundamentals of establishing a programme, marketing, donor engagement, ethics, and real-world delivery.

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The programme moves through five stages

No jargon. No theory for theory’s sake. Just what you need, in the right order, rather than everything at once.

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Understanding Legacy Giving
Building the Right Foundations
Identifying and Engaging Potential Legacy Donors
Normalising Legacy Conversations
Turning Learning into Action

What You Will Learn :

Built on my 25 years of fundraising experience, professional development, and academic research, the program covers:

  • What legacy and planned giving actually involves, and what it does not.
  • What needs to be in place before you start.
  • How to identify and engage potential legacy donors respectfully.
  • How to create legacy communications that feel natural, not forced.
  • How to move forward realistically with the resources you have.

Who Is The Bootcamp For?

This is for:

  • Fundraising professionals in small to mid-sized charities and non-profits.
  • Fundraisers new to legacy giving.
  • Organisations in emerging legacy markets.
  • Teams that want to refine and improve a lagging programme.

This is NOT for:

  • Organisations that need bespoke, senior-level strategy (that is what Strategic Legacy Consulting is for).
  • Teams with an established, mature legacy programme already in place.
  • Anyone expecting a shortcut (sorry, there are no shortcuts in legacy fundraising).

Ready to enroll?

As your programme matures, some organisations move on to bespoke strategy. This programme prepares you for that conversation, when you are ready.

CAD $0

Enroll now ###

Self-paced, one-time payment, no payment plan.
Enroll anytime and learn on your own schedule.

What Others Are Saying

  • I think it was my favourite session at the conference. Perhaps it was aimed mainly at beginners, but it was very well organised and focused. It felt like a class, with clear concepts and good examples.
    Spanish Fundraising Association Conference
    Session participant, June 2026
  • Ligia is a rare combination of someone who truly knows what she’s talking about, while also being kind, approachable, and generous with her time. For me personally, it was interesting from several different perspectives.
    the Czechia Coalition for Easy Giving
    Session participant, May 2026
  • I thought I had no real questions about solutions regarding gifts in Will. That was until the GtF Mastermind session opened up possibilities of looking at things through non rose-coloured lenses. Having others look at an issue I am experiencing gave me options I didn't know I had. Different viewpoints and experiences certainly help solve problems and generate new ways of thinking. Open mindedness and open discussion helps. A fantastic idea.
    Foundation supporting individuals with disabilities
    ‘Jill’, Planned Giving Coordinator
  • Ligia was fantastic with helping me determine clear next steps with my Legacy program and tangible ways to introduce legacy giving with donors. After months of learning about bets practices, Ligia has given me the confidence to go out and do it!
    Development Officer, Bissell Centre
    Lisa Dayanandan BEd, CIAPP-C

Honoured By Their Trust

Everything You Need to Know

Fundraising professionals in small to mid-sized charities and fundraisers who are new to legacy giving, or teams in emerging legacy markets who want to build capability without committing to a full consulting engagement first. It's also useful for organizations wanting to refine a legacy programme that's underperforming.

The fundamentals: how to set up a legacy programme, marketing approaches, donor engagement, ethics, and what real-world delivery looks like day to day. It's built to demystify legacy fundraising, not just define it.

Self-paced from the comfort of your couch. The refreshed digital version lets you move through the material on your own schedule.

CAD $495 per participant, paid in full before access is granted. It's priced deliberately so it’s accessible for those with limited professional development budgets.

No, and it's not meant to. The bootcamp builds internal capacity and confidence, but it can't substitute for leadership commitment or a tailored strategy. If you're looking for a tailored strategy, I suggest you explore my Strategic Legacy Consulting service.

That's common. Many organizations use the Bootcamp as a first step before moving into Strategic Legacy Consulting once they've built internal confidence and identified where they actually need deeper support.

Any more questions?

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Thinking out loud

Legacy fundraising is full of myths, borrowed tactics, and comfortable assumptions. This is where we challenge them.