Steps to Take to Build a Planned Giving Program

International Registrants: If you have trouble registering, please email copevents@philanthropy.com or call 571-540-8070 and include the name of the webinar.

Nonprofits that focus on capturing planned gifts can reap big benefits: Bequests totaled $42.7 billion in 2023, and legacy giving is holding steady even as overall donations are dwindling. But experts say many people don’t include charities in their wills simply because they were never asked. 

How can you set up a successful planned giving program and steward supporters in meaningful ways?

Join this 75-minute webinar to learn from veteran fundraisers at two organizations that have cracked the code of planned giving: a university that has increased its legacy society membership by nearly 8 percent since 2020, and an environmental group that increased planned gifts from roughly $2 million in annual revenue to approximately $8 million in recent years.  

They’ll share proven strategies, including how to make it easy for donors to state their intentions, and how to keep supporters engaged, so they don’t revoke their gifts.

You’ll learn:

• Key elements of a strong program
• Proven ways to promote legacy gifts 
• Tips for creating a successful legacy society

Don’t miss this chance to learn steps you can take right away to kick start or boost planned giving at your nonprofit.

At the Chronicle we strive to host accessible and inclusive events. This session includes live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 571-540-8070.

Speakers

Aquanetta Betts

Host


Emily Haynes
Sr. Editor, Nonprofit Intelligence 
Chronicle of Philanthropy

Originally aired on October 10, 2024

This session is produced with support from:

This webinar is worth 1.25 CFRE credits.