From Idea to Execution: How to Map Out a Successful Planned Giving Program

December 15, 2020

10:00 am - 11:15 am PT

1:00 pm - 2:15 pm ET

January 20, 2021

10:00 am - 11:15 am PT

1:00 pm - 2:15 pm ET


Conquer your fears, and gain clarity and confidence to move forward and plan your legacy giving programs. We'll discuss priority goals and create projects to get to those goals so that you leave with a plan you can implement.


Lori Kranczer has over 20 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals.

Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs.  An experienced attorney, Lori applies her knowledge of complex giving structures to the practice.   She has also taught planned giving at New York University and Yeshiva University, and she frequently speaks at staff trainings and board of directors meetings. She graduated from Binghamton University and New York Law School.

Who Should Attend?

Fundraising professionals interested in learning more about planned giving

What The Training Will Cover

  • How to identify legacy giving goals for your organization

  • How to create projects to help you achieve those goals

  • How to integrate legacy giving into your existing development plan

  • Demystifying the complexity of planned giving and learn how to easily ask for gifts



Premier Members






Additional Information

This workshop is recorded. It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.

Looking to register 3+ people? Email us at to receive $5 off per registration!

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

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Nonprofit Learning Lab

Have a question? 

Phone Number: 303-549-2764

303 South Broadway Ste 200467

Denver, CO 80209

We offer CAE & CFRE credits 

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