Simple Strategies for Planning Giving (PG 101)

Unlock the Power of Planned Giving

Planned giving isn’t just about future gifts—it’s a transformative strategy that can strengthen your organization's financial outlook while deepening donor engagement.

Join us for an energizing session where you’ll learn simple, actionable steps to launch or enhance your planned giving efforts. Discover how to identify donors’ passions, navigate key giving tools with confidence, and implement best practices used by industry leaders to drive revenue and mission impact.

What You’ll Gain:

• A clear understanding of successful planned giving programs.
• Practical strategies to integrate planned giving into your fundraising efforts.
• Confidence in discussing planned gifts with donors in a way that inspires action.

This introductory-level program is ideal for nonprofit professionals, fundraisers, and anyone looking to build or refine their approach to planned giving. The session will be led by Elyse Kauffman of Everence, who bring a wealth of experience in helping organizations grow their planned giving programs.

Don't miss this opportunity to gain practical insights and strategies to elevate your fundraising success. Mark your calendar and register today!

Details:
9:00-9:30 Check in and Networking
9:30-11:30 Program

Continuing Education

• CFRE: Pending
• CLE: Pending