Planned Giving: Turning Today’s Relationships into Tomorrow’s Legacy

This practical training demystifies planned giving and shows nonprofit leaders and fundraisers how to begin meaningful legacy conversations without needing to become financial or legal experts. Participants will explore the connection between strong donor relationships, generational wealth, and charitable estate gifts while learning approachable strategies for identifying prospects, communicating opportunities, and building a sustainable planned-giving program.

Participants will leave with greater confidence, practical language, and clear next steps for helping donors turn a lifetime of generosity into a lasting impact.

3 CFRE points