Past Events

Past Event

Wednesday, February 17, 2021

10:00 AM — 11:00 AM

Making the Most of a Legacy Challenge

The modern legacy challenge burst onto the scene about fifteen years ago. In that time, dozens of organizations have used a bequest matching challenge to grow their planned gift commitments, and even to re-start or launch new planned giving programs. This session will introduce the concept of a legacy challenge, how to promote it to donors, the practical steps in designing and implementing a legacy challenge that works best for your organization, and the results you might expect. Including securing match funding and selling the concept internally.

Mohammad Zaidi has served as the Director of Gift Planning with the American Civil Liberties Union for the past 15 years. He led the $850 million planned gift component of the ACLU’s Centennial Campaign, which ended in March 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 30-year career in development he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America, and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York. He studied Economics at the Stern School of Business at New York University.

Virtual Format

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