Empowering Inclusive Planned Giving: Decoding DEI Principles & Overcoming Barriers

Join us for an engaging session focused on decoding DEI principles, overcoming barriers, and shaping an inclusive planned giving program through authentic engagement. Information from this professional development session is easily adapted to other fundraising strategies. 

Our seasoned presenter, Jade Bristol, serves as the Chief Development Officer at Giving Docs, formerly served as a Trusts & Estates attorney. Additionally, Jade has more than 15 years of experience within the nonprofit sector, where she held leadership roles in planned giving departments at distinguished organizations such as the Human Rights Campaign and Muscular Dystrophy Association. 

Key Presentation Highlights:

• Exploring the meaning of DEI in planned giving programs and decode it to create a more inclusive fundraising effort.
• Understanding the legal, historic, and systemic obstacles facing communities of color in the establishment of wills and trusts.
• Gain valuable insights for tailored engagement in your work with high-net-worth donors of color.
• Discover how other non-profits are successfully integrating DEI principles into their planned giving programs.
• Learn how to initiate and sustain a genuinely inclusive planned giving program and effective methods to measure progress.