Planned Giving Success: Get Started and Grow

With the eldest baby boomers edging into their mid-70s, the time is right to focus your attention on seeking bequests and other planned gifts from these loyal donors. There’s a lot on the line: Nearly $9 trillion in assets is projected to flow from Americans’ estates by 2027.

Carving out staff resources to go after those gifts can be tough, but some charities are doing it with great success. Join us and two planned-giving experts to learn how to attract bequests and other planned gifts.

You’ll learn from Nicole Engdahl who directs the planned-giving program at the National Park Foundation and has helped attract $43 million in new bequest intentions since 2015 when she helped formalize the group’s planned-giving efforts as part of a Centennial campaign.

Meg Roberts, a consultant who was previously director of planned giving at George Washington University will join Engdahl. Together they’ll outline the steps to take to start and maintain a successful program, share real-world examples of marketing materials and messages, and outline key dos and don’ts.

They’ll explain why dedicating a staff person to planned gifts makes good business sense, how to demonstrate the revenue potential of planned gifts, and how to estimate the return on investment to your leaders.

Competition will only increase as more organizations formalize their efforts in this area. Don’t miss this opportunity to lay a foundation for your nonprofit’s future.

What will you learn?
• Why marketing is critical and tips for doing it well
• Strategies you can use right away to get results
• How to inspire direct-mail donors to make planned gifts

SPEAKERS:

NICOLE ENGDAHL
Vice President, Planned and Annual Giving
National Park Foundation

MEG ROBERTS
Vice President, Gift Planning
Impact Communications

HOST:

EMILY HAYNES
Staff Writer
Chronicle of Philanthropy

WITH SUPPORT FROM:

Originally Aired: September 26, 2019

This webinar is worth one CFRE credit.