The Pentera Blog
Webinar 2/11: William D. Samers, J.D., “Game, Set, Match! Creating a Legacy Challenge”
Challenge matches can be highly effective ways to raise legacy gifts. This presentation will provide an overview of how to create and implement a legacy challenge fund. In it, Bill Samers of UJA-Federation of New York offers useful tips for a successful matching campaign and shares the real-world results of a challenge match that obtained more than $200 million in future bequest income.
In this session, Bill will discuss:
- How to choose a match donor.
- Different structures for a legacy match, campaign timing, marketing materials, and staff training.
- How to deal with common challenges that often arise and strategies for implementation.
- A case study of a highly successful legacy challenge match.
You can register for the 1 p.m. ET webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our webinars as a free service.
About the Presenter:
William D. Samers, J.D., is vice president of planned giving and endowments at UJA-Federation of New York, the largest local nonprofit in the country, where he leads a 12-person gift planning department. He previously worked for the American Committee for the Weizmann Institute of Science (ACWIS). He is a past president of the Philanthropic Planning Group of Greater New York and a former executive committee member of the National Association of Charitable Gift Planners (when it was the Partnership for Philanthropic Planning).
Bill has presented at numerous planned giving and development conferences and nonprofits. He has been quoted in many publications, including The New York Times and The Chronicle of Philanthropy. Bill graduated from the University of Pennsylvania and received his J.D. degree from Boston University Law School.
