AFP San Diego October Virtual Conversation - Planned Giving Basics

When:  Oct 28, 2020 from 12:00 PM to 1:30 PM (PT)
Associated with  AFP CA, San Diego Chapter

Virtual Conversation Series Presents: Planned Giving Basics

Wednesday, October 28, 2020
12:00 to 1:30 p.m.

Members - Free
Non-Members - $10

A link to remotely join the conversation will be emailed upon registration.


Join AFP San Diego and the San Diego Planned Giving Partnership as we build on the August planned giving event (Overcome the Discomfort: Talking to Donors About Planned Gifts) and dive deeper into questions submitted by attendees.


The COVID-19 pandemic and recent legislative changes have spurred donors to revisit their financial and estate plans. To increase the chances that donors will remember your nonprofit, it’s important to continue planned giving efforts now.

Learning Objectives:

- Basic planned giving terminology

- How to launch a planned giving program from scratch

- Prospecting

- How to have a planned giving conversation with your donors

- How to work with your Planned Giving Officer

- Stewardship

 As COVID-19 has changed the way we work, these "Virtual Conversations" will prioritize dialogue among your peers in the industry. To equip you with new tools to help your organization, each conversation will feature a short presentation by an industry expert, followed by Q&A that will highlight real experiences regarding what's working and what's not in our new virtual fundraising environment.


Katie Gomez