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.
Additional Information
This event is part of the Learning Hub program On the Ground. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
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
Fundraising Immersion Session Four
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
Understanding Financial Documents
This program is presented in partnership with the Taos Community Foundation.
Confused by financial statements? You're not alone. This practical workshop demystifies nonprofit financial documents and strengthens your ability to provide meaningful financial oversight as a board member. In this two-hour session, you'll learn how to read and interpret essential nonprofit financial documents with confidence. This program is presented in partnership with the Taos Community Foundation.
Fundraising Immersion Session Five
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
