Planned giving is one of the most powerful ways to build long-term sustainability for your organization. In this first Coffee and Coaching session, we will walk through the essential building blocks of a successful planned giving program, from leadership alignment to donor identification and simple, effective marketing. Participants will learn how to have meaningful, values-centered conversations that inspire donors to consider a legacy gift, and how to fold legacy messages naturally into ongoing communications. This session is designed to give you practical tools you can use immediately, whether you are starting from scratch or refreshing an existing program.
Learning Outcomes