Legacy Giving Intensive Cohort Program

Now booking for 2027!

Embolden’s six-week cohort programs are offered three times per year starting in January, April, and September.

Interested?

Please contact Kelli Cavey at kcavey@embolden.com to learn more or reserve your spot. We’d love for you to join us!

FAQs & PRICING

About this program

Embolden is excited to bring together a select cohort of community foundation professionals for a six-week intensive educational and practical program to learn and implement strategies that strengthen engagement, deepen relationships, and increase documented and realized legacy commitments among community foundation donors and fund holders. Additionally, because legacy gifts often represent a donor’s most significant contribution, this cohort places a strong emphasis on fostering legacy gifts to support unrestricted fundraising goals.

Facilitators

The sessions in this program are faciliated by Kelli Cavey and Laura McKnight, both of whom are former estate planning attorneys and also held executive-level leadership positions at large community foundations. They’ve been in your shoes!

Ideal participant

This program is open to community foundation representatives ready to dive into legacy giving engagement strategies, take their community foundation’s program to the next level, and build long-lasting relationships with peers in the process. 

The ideal participant is a community foundation professional (typically from the donor services/development team or, in some cases, the marketing/communications team), regardless of tenure, who is either new to legacy giving or seeking to strategically advance their community foundation’s approach to legacy giving. 

Learning objectives

Examples of learning objectives include:

  • Identify and prioritize legacy giving prospects, including opportunities to grow unrestricted legacy commitments.

  • Build confidence in core legacy giving concepts, gift types, fund options, and documentation practices.

  • Generate Meaningful Conversations with donors, fund holders, and professional advisors that lead to deeper engagement and documented legacy commitments.

  • Develop and implement outreach strategies that use marketing, communications, and events to open doors for legacy giving conversations.

  • Create a practical legacy giving engagement plan with clear priorities, actionable next steps, and measurable goals to sustain momentum.

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