Marketing and Communications

Planting Seeds for Tomorrow: Growing Your Legacy Society for Future Results

Andy Ragone
Jill Rode

THURSDAY, OCTOBER 3, 2:00 – 3:00 P.M.


Have you ever wondered if starting or continuing a legacy society is worth the time and effort? Wonder no more! We will share our experience to demonstrate that planting the seeds of a legacy society now will reap fruit in the future. This session will cover creating a prospect pipeline, getting your message to cut through the noise and best practices for legacy society creation. Anecdotal stories, data driven practices and a checklist of takeaways will leave you with the skills needed to get started or reinvigorate your legacy society today.

Learning Objectives

  1. Learn to create and develop a pipeline of prospects for a legacy society and planned gifts.
  2. Explore how to target prospects and engage them with legacy society messaging.
  3. Use best practices to plan and implement the formation of your own growing legacy lociety to support the growth of your organization.

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Andy Ragone

Integrated Marketing Representative, Crescendo Interactive

Making connections and building trust best describes Andy’s passion as a writer, speaker, leader, husband and father. Andy has diverse executive and digital-marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations—including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together. Upon earning his M.Div. (Master of Divinity) from Phoenix Seminary in 1998, Andy ventured out to learn the ins and outs of pastoring—leading people forward in their connection with God and helping them develop in their capacity to care. This required finding the right people for the right roles, creating pathways to greater involvement and volunteerism, and developing future leaders for future expansion. Andy loves spending his downtime with family, writing and is ever in search of the ultimate espresso shot. 

Jill Rode

Chief Development Officer, Channel Islands YMCA

Jill Rode, CFRE, has 30 years of experience in fundraising and nonprofit management. She has raised funds for many nonprofits in the Central Coast, California area including the Council on Alcoholism and Drug Abuse, Alzheimer’s Association, American Heart Association, Girl Scouts, Santa Barbara Symphony, Santa Barbara Zoo, Direct Relief, and American Red Cross. She currently serves as the Chief Development Officer of the Channel Islands YMCA and supervises and supports the fundraising of the seven branches of the Y. Jill also serves as the principal in her consulting firm, Fundraising360, which helps smaller nonprofits to become more efficient and effective in their fundraising. She has a BS in Biopsychology from the University of California, Santa Barbara. She received her Certified Fund Raising Executive (CFRE) in 2000 and was recognized as the Association of Fundraising Professional’s Fundraiser of the Year in 2004. A dedicated volunteer, she has served as President of the Junior League of Santa Barbara and President of the Association of Fundraising Professionals, Santa Barbara/Ventura Counties Chapter. She is currently on the board of National Charity League, serves as the secretary of San Marcos High School PTSA, and volunteers with the Dream Foundation making bouquets for youth with cancer and terminally ill adults. Jill lives in Santa Barbara with her husband and two teen daughters. She has been a member of the Y since 2004 when she joined to support her cancer recovery.