Creating a Planned Giving Program

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.