Fundamentals in Planned Giving

This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Schedule:

8:45 a.m. - 9:00 a.m. - Light Refreshments

9:00 a.m. - 10:30 a.m. - Workshop

Facilitator:

Joe Carter, CAP, Vice President of Philanthropy

Questions:

Please direct any questions to Ann Karwoski at [email protected]

Parking Information:

Please park behind the building or lot across the street.

Know what’s Happening Next — before everyone else does.

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