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We're excited to invite you to the 2026 AFP Montana Annual Education Summit, bringing together fundraisers, nonprofit leaders, and philanthropic professionals from across the state.

This year's theme, Pathways in Planned Giving: From Simple Gifts to Complex Strategies, will explore how planned giving can become a powerful part of every fundraiser's toolkit. Whether you're new to gift planning or looking to deepen your expertise, you'll discover practical strategies to help donors create lasting impact while strengthening your organization's future.

Here are a few highlights of what you can expect:

• Planned Giving Fundamentals - Learn how simple gifts such as bequests and beneficiary designations can open the door to meaningful donor conversations.
• Recognizing Planned Giving Opportunities - Discover the donor cues, questions, and life events that often signal a gift planning opportunity.
• From Simple to Sophisticated - Explore charitable gift annuities, trusts, and other strategies that can help donors achieve both philanthropic and financial goals.

And that's just the beginning. With sessions designed for fundraisers at every level, you'll leave with practical ideas you can apply immediately, new professional connections, and greater confidence in navigating planned giving conversations.

No matter where you are on your planned giving journey, these eight sessions will help you navigate new pathways, build meaningful connections, and strengthen your fundraising toolkit. Attendees can also earn 11 CFRE continuing education credits.