Unlock the potential of planned giving to secure transformative gifts for your organization. This session, facilitated by Kelly Wesley Taylor, J.D., will provide nonprofit professionals with an understanding of planned giving strategies, legal considerations, and donor engagement best practices.

Key topics include:

   •  Overview of planned giving vehicles (bequests, trusts, annuities, and more)

   •  Legal and financial considerations in crafting planned giving agreements

   •  Engaging donors in meaningful conversations about legacy giving

   •  Tax benefits and incentives for donors

   •  Collaborating with legal and financial advisors to close planned gifts

   •  Building a sustainable planned giving program for your organization

Participants will gain valuable insights from real-life case studies and expert advice on how to integrate planned giving into their development strategies. Whether you are new to planned giving or looking to refine your approach, this session will equip you with the tools and knowledge to secure long-term support for your mission.

Audience:

Nonprofit executives, development professionals, board members, and anyone involved in planned giving, legacy programs, or major gifts.

Full participation in The Power of Planned Giving: Insights and Practical First Steps is applicable for 1.0 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.