Creating a Planned Giving Program
Details
About the event
Curious about planned giving but not sure where to start? This introductory session demystifies planned gifts and helps you understand if your organization is ready to begin accepting legacy donations.
Curious about planned giving but not sure where to start? This introductory session demystifies planned gifts and helps you understand if your organization is ready to begin accepting legacy donations.
In this informative two-hour workshop, you'll get a clear picture of what planned giving is, how it works, and what it could mean for your organization's future. We'll cut through the jargon to give you a practical understanding of this powerful fundraising tool.
We'll Cover:
• What planned giving is (and isn't)
• Common types of planned gifts
• Which donors are most likely to make planned gifts
• How planned gifts fit into your overall fundraising strategy
• Signs your organization is ready for planned giving
• Basic steps to begin accepting legacy gifts
Perfect for:
• Organizations new to planned giving
• Development staff wanting to understand the basics
• Board members exploring fundraising options
• Executive Directors considering new revenue streams
What You'll Receive:
• Overview of planned giving vehicles
• Readiness assessment checklist
• Glossary of planned giving terms
No prerequisites or advanced preparation needed. This session is designed for beginners and focuses on understanding fundamentals rather than technical details. Bring your questions about planned giving.
Note: This is an educational overview. Specific financial and legal advice should be obtained from qualified professionals when implementing a planned giving program.
Meet the people leading the conversation
Meet the people leading the conversation
Meet the people leading the conversation
Beyond the Ask: Crafting Your Fundraising Strategy
This workshop will guide you through the essential elements of creating a basic fundraising plan that works for your organization. In this focused two-hour session led by a Certified Fundraising Executive, you'll learn a straightforward fundraising planning framework and apply it to your nonprofit.
Understanding and Mitigating High Staff Turnover
Address the pressing issue of staff retention through peer-based problem-solving. Participants will share retention success stories, share effective strategies, and collaborate on developing practical solutions for building stronger teams. The session will include breakout discussions on competitive benefits, workplace culture, and professional development opportunities, providing a comprehensive approach to building a more resilient and engaged staff.
Legal and Ethical Obligations for Nonprofit Boards
This program is presented in partnership with the Taos Community Foundation.
Understand your critical responsibilities as a nonprofit board member. This focused workshop facilitated by a retired attorney, clarifies both the legal duties and ethical obligations that come with board service, helping you serve with confidence and reduce organizational risk. This program is presented in partnership with the Taos Community Foundation.
