How to Build Out Your Planned Giving Program

January 12, 2023

12:00 pm - 1:00 pm PT | 3:00 pm - 4:00 pm ET

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WORKSHOP DESCRIPTION

Does your nonprofit have a planned giving program? Does your organization need to refine your current planned giving strategy? During this workshop, we will discuss the essential elements to raising additional funds through legacy gifts. Strategies will cover how to segment your data to find the perfect planned giving donor, how to market legacy gifts to your current donors and how to integrate planned giving options into donor conversations. A legacy gift is often the largest gifts an individual makes and can have a lasting impact.

Who Should Attend?

Professionals seeking a planned giving strategy

What The Training Will Cover

  • Key components of of a planned giving program

  • Strategies to integrate planned giving into donor conversations

  • Analyze data segmentation practices to identity planned giving prospects

  • How to steward planned giving donors to secure more gifts

  • Technique for small teams to balance planned giving with other fundraising responsibilities

REGISTRATION TYPE & FEE

Premier Members

FREE

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Members 

$25

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Non-Members

$50

Additional Information

All workshops are live with an instructor. Participants are encouraged to ask questions during the workshop. All registrants, will receive the slides & recordings via email after the live workshop.

Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate.

ABOUT THE TRAINER

WE OFFER CFRE & CAE CREDITS

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1 hour of training = 1 credit hour

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