Training details

calendar_today Thursday, January 24, 2019

access_time Eastern: 2:00 pm - 3:30 pm
Central: 1:00 pm - 2:30 pm
Mountain: 12:00 pm - 1:30 pm
Pacific: 11:00 am - 12:30 pm

place Online

attach_money $75


Do you dream of a wealthy benefactor leaving your organization $1 million in her will?  Chances of that happening will increase greatly if you actively ask supporters for estate gifts. This webinar will help you develop and implement a basic planned giving program. Learn about how estate gifts reflect donors’ values, legacy gift options, and the infrastructure for a planned giving effort. You’ll additionally discover steps and strategies to encourage donors to make estate gifts, maintain relationships with legacy donors, and administer planned gifts after a supporter passes away. This webinar is suited for organizations with an established base of donors who contribute regularly, regardless of the size of their gifts.

Can’t make the webinar? Register and we will send you the full recording so you can watch it on your own time!


Upon completion of this webinar, you should be able to:

  • Summarize basic planned giving options
  • Determine your organization's readiness for a planned giving program
  • Identify the building blocks your organization needs to set up a basic planned giving program
  • Create a plan to encourage your donors to make estate gifts
  • Establish systems to maintain relationships with planned giving donors and to administer their legacy gifts

 This webinar is intended for professionals who have some experience with (1) direct mail/email/face to face solicitation and donor relations, (2) a solid understanding of communications infrastructure and donor management systems within your organization; and (3) shaping donor engagement policies within your organization.


Qualifies for
1.5 CFRE point(s)

Intended audience

  • Advanced
  • Board members
  • CEOs, executive directors, upper management
  • Program directors and staff

Bonus materials

When you register for this webinar, you receive:

  • a full recording,
  • a copy of the webinar slide deck, and
  • associated handout(s), if applicable