The Heart of Legacy: How Connection Builds Better Planned Giving Conversations
Location: Zoom
Date: October 30th | 1pm EST | 10am PST
Host: Mallory Erickson
Guest Speaker: Lindsay Newman
Register
Free
A free webinar for fundraisers who
Want to explore how empathy, clarity, and connection can transform legacy conversations into meaningful donor relationships. You’ll learn how to normalize discussions about estate gifts, use simple and authentic language, and anchor every conversation in impact. As the largest wealth transfer in history unfolds, fundraisers who can approach planned giving with confidence and compassion will be best positioned to inspire lasting generosity.
What You’ll Learn
How to identify which donors are most ready for legacy conversations.
Techniques to introduce estate giving without fear or formality.
Ways to simplify planned giving language for clarity and connection.
How to link every planned gift to real impact and lasting mission stories.
This Is For...
Fundraisers who want to approach planned giving with more confidence and compassion.
Development professionals seeking practical, human-centered conversation tools.
Nonprofit leaders looking to make legacy giving part of everyday donor engagement.
Anyone who wants to move beyond jargon and lead more authentic, trust-building conversations.
You’ll Leave With...
A new framework for starting natural, values-driven legacy discussions.
Strategies to make planned giving approachable for donors at any level.
Confidence to turn donor curiosity into meaningful, lasting commitments.
Language and examples you can immediately apply to your next conversation.
Guest Speaker
Lindsay Newman
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Lindsay Newman spent her early career in the for-impact sector and now serves as Chief Operating Officer at Giving Docs, where she helps nonprofits build stronger connections with their supporters through clear, approachable tools that make planned giving feel natural.
She’s passionate about removing friction, empowering mission-driven teams, and sharing stories that bring generosity to life. Lindsay believes that when giving feels simple and genuine, it becomes a powerful way to build community, connecting people not just to causes, but to one another.
With a lifelong commitment to service and a belief in the ripple effects of kindness, Lindsay’s work centers on helping organizations create spaces where generosity can flourish and everyone feels part of something larger than themselves.
Host
Mallory Erickson
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Mallory Erickson works at the intersection of fundraising strategy, executive coaching, and behavior design to help nonprofit professionals master the most human part of their job, connection. A former fundraiser turned coach, she’s the creator of the Power Partners Formula™️, a framework that has helped over 60,000 nonprofit leaders raise more from aligned funders without burnout, overwhelm, or compromise.
She is the author of What the Fundraising and host of the podcast by the same name, where she unpacks the hidden systems that shape how fundraisers show up, from chronic stress and perfectionism to the scarcity mindset embedded in the sector’s DNA. Her work centers on the belief that when we support the people behind the purpose, we get better results and a more sustainable social impact sector.
In 2024, Mallory launched Practivated, an AI-powered platform where fundraisers can practice real donor conversations in a safe, dynamic environment. Think: a flight simulator for fundraising. From big asks to tough objections, Practivated helps fundraisers rehearse, refine, and build confidence because performance improves with practice, and fundraisers deserve that too.
