The Pentera Blog

How to Ensure Your Legacy Society Events Hit the Mark

A legacy society is a wonderful way to recognize and thank donors for their contributions to your organization. For many people, legacy society gatherings also serve as a means to form lasting friendships. These social bonds can greatly strengthen your planned-giving program. As your legacy society grows and flourishes, it then draws a greater number of new members. How can you enhance your legacy society and bolster membership?

First, explore what your donors truly enjoy.

If your donors are primarily in their post-retirement life stage, they may genuinely value a public badge of honor. A special invitation to a dinner with much fanfare in their honor may appeal to this group. For instance, one of our clients reports that members appreciate having distinctive ribbons to wear and being asked to stand in recognition for their contributions. If, on the other hand, your legacy society is aiming to attract a younger generation of donors, you could consider hosting adventure outings. A field trip to visit some unique building, land, or culture connected to your organization could prove quite effective. Likewise, seminar discussions on ground-breaking discoveries that directly impact your organizational mission could show younger donors, such as the younger Baby Boomers, how their contributions dynamically influence the world around them.


Second, think creatively.

While annual legacy society luncheons and dinners are certainly appreciated by many individuals, there are lots of other ways to generate increased membership levels and peak donor excitement. Sneak previews of cultural events, such as plays, concerts, or new exhibitions, may be of interest. Free tickets to sporting events can spark group enthusiasm. Exclusive behind- the-scenes invitations to meet local media, sports, or institutional celebrities may certainly fit the bill. Try something different. Remember, society membership events can be fun and entertaining for everyone.

Contact us today to learn more about Pentera's successful Legacy Society strategies.