Training details

calendar_today Friday, September 17, 2021

access_time 2:00 pm - 3:30 pm ET

attach_money Free


NOTE: This free training is delivered via Zoom—The link will be emailed to all registrants.

When the topic of planned giving (arranging now for a future contribution, usually upon a donor's death) comes up, many nonprofit leaders and development professionals start to squirm. It can be overwhelming to know where to start, the technicalities of giving vehicles can be confusing, and the idea of talking to people about something that involves their death can be uncomfortable. Accordingly, many community-based nonprofits shy away from planned giving.

Yet it doesn’t have to be this way, and you shouldn’t miss the opportunity planned giving offers. Planned giving can be done simply and joyfully. Join Thread Strategies Principals Taryn Deaton and Tracy Shaw for this webinar to learn how to get started and how to incorporate planned giving into your annual development plan. The training will include examples of simple and successful planned giving programs at community-based nonprofits.


  • Attendees will learn the basic concepts behind planned giving.
  • Attendees will discover ways to integrate planned giving into their development plans.

Intended audience

  • All levels of experience
  • CEOs, executive directors, upper management
  • Fundraising & development staff
  • Individual grantseekers


Taryn Deaton Principal Thread Strategies
Tracy Shaw (she/her) Principal, Thread Strategies

By enrolling in this training, you agree to grant Candid permission to document this session with photography, film, and/or video. Material captured may be used in future publications, brochures, or other printed materials used to promote Candid. Please inform instructor if you do not agree to these conditions.