Planned Giving 101 - Legacy Giving Unscripted: Real Questions. Candid Answers. Meaningful Conversations.

This workshop is part of our Fundraising Essentials four-part series.
For more information and to register for the entire series please click here.

Create tomorrow's gifts by starting the conversation today.

Many organizations assume planned giving is only for large charities. In reality, organizations of every size can begin building a legacy giving program that creates lasting impact for future generations.

This introductory workshop will demystify planned giving and make it feel more approachable, practical and achievable for organizations at any stage.

Rather than a traditional presentation, Deborah Barton and Darren Pries-Klassen of Global Philanthropic will lead an engaging, unscripted conversation about the opportunities, and the questions that come with planned giving. Drawing on their experience working with organizations and donors, they’ll explore the most common gift types, where planned giving fits within an overall fundraising strategy, and practical first steps organizations can take to begin meaningful conversations with supporters.

And they want to hear from you.

Participants will be invited to submit questions in advance and bring their questions into the room. What have you always wanted to know about planned giving? How do you know when your organization is ready? Who should you be talking to? How do you start the conversation? What should you have in place first?

Deborah and Darren will use your questions, along with real-world examples and their own experiences, to guide a candid and practical conversation designed to take some of the mystery out of planned giving.

You’ll leave with:

  • A clear understanding of planned giving and why it matters

  • Practical first steps for building a legacy giving program

  • Ideas for engaging loyal supporters in conversations about their lasting impact

Whether planned giving is something you’ve been meaning to explore or you’re simply not sure where to begin, this session will give you a practical foundation, and plenty of opportunity to ask the questions that matter to you.

Presenters:

Deborah Barton, Senior Consultant, Global Philanthropic

Darren Pries-Klassen, Senior Consultant, Global Philanthropic

We are looking forward to welcoming you at Innovation Works (201 King Street).Please note that Pillar Nonprofit Network does not have on-site parking, however is accessible by bus and has indoor bike parking. For all parking and trasportation information please visit the Innovation Works website (click here). 

 


 

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