About the Training

This training is an overview of legacy giving centered around research and data with practical program suggestions to help one move the needle for their organization.

Participants will learn:

1. Understanding Legacy Giving: Gain a clear understanding of what legacy giving entails, including types of gifts, motivations of donors, and the impact on organizational sustainability.
2. Practical Program Suggestions: Receive practical guidance and strategies on developing and implementing legacy giving programs that align with organizational goals and donor preferences.
3. Building Donor Relationships: Discover best practices for cultivating relationships with prospective legacy donors, including effective communication strategies and stewardship techniques.
4. Board and Staff Engagement: Foster board and staff engagement in legacy giving initiatives, emphasizing their roles in advocacy, fundraising, and donor stewardship.
5. Case Studies and Success Stories: Hear real-life examples and success stories of organizations that have effectively moved the needle through strategic legacy giving efforts.

About our Presenter

Andrea McFarling

Philanthropy Officer of Legacy Giving

Santa Barbara Museum of Natural History

Since entering the field of fundraising as a student at the University of California, Irvine (UCI), Andrea McFarling has accumulated more than 30 years of professional fundraising experience in the Santa Barbara area. Armed with a B.A. in Social Science and a minor in Management from UCI, Andrea’s fundraising experience includes extensive expertise in the development and execution of planned giving, capital campaigns, major event planning, volunteer management, database development, grant writing, and direct mail appeals. Read More

Tuesday, October 29, 2024

5:00-7:00 p.m.

Santa Barbara Zoo

Tickets

AFP Members - $50

Non-Members - $75

Sponsorship Opportunities Available

Development Professionals Summer Happy Hour: The Changing Landscape of Fundraising Events

Calling all Development Professionals! Join NPRN and DPRT co-chairs Jody Williams, Ama Cruz, and Pamme Mickelson on Thursday, August 8 for a special summer Happy Hour convening. 

Come together to be in community with like minded peers at beautiful Vincent Vineyards & Winery in Santa Ynez. 

• 4pm – Networking with Wine Specials By-The-Glass and complimentary cheese and charcuterie
• 5pm – Group discussion about the changing landscape of fundraising events. Share what’s new, what is still working, and your ideas for the future. Discussion will be led by DPRT Co-Chair Jody Williams, Director of Development & Marketing, Therapy Dogs of Santa Barbara

All development staff members are welcome and strongly encouraged to attend! 

For Other AFP Chapter Events Around Southern California, click here.

For AFP Global Webinars, click here.

Southeast Ventura County YMCA

Channel Islands YMCA

Association of Fundraising Professionals (AFP)

Founded in 1960, AFP International (formerly the National Society of Fund Raising Executives) advances philanthropy through over 24,000 members in 243 chapters around the world. AFP International is committed to promoting philanthropy and supporting the practice of ethical and effective fundraising. AFP offers many opportunities both at the local chapter and international association levels. Join your local AFP Santa Barbara/Ventura Counties Chapter today for professional development, networking, and employment opportunities.

Association of Fundraising Professionals

P.O. Box 1564, Santa Barbara, CA 93102-1564

(714) 771-3685

admin@afpsbv.org

www.afpsbv.org

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