Webinar Overview

Planned gifts are important to non-profits because they provide a promise of future funding for the organization. These gifts are also a great way for donors to leave a lasting legacy by allowing them to make a meaningful contribution. While the COVID-19 pandemic showed the non-profit world that planning for the future is easier said than done, many organizations were able to leverage planned gifts to help mitigate some of the hardships they were experiencing.

If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Join us for our upcoming webinar where leaders in our non-profit community will share their experiences in implementing a strong planned giving program.

Unable to attend? You can still register and we'll send you the recording once it's available.

What You Will Learn

  • The tax benefits of planned giving and how to communicate these benefits to donors
  • How to promote planned giving to your donors
  • Effective ways to steward donors over time
  • The effect of the COVID-19 pandemic on planned giving


Nick Cintineo

Senior Investment Consultant, Manning & Napier

Juan Bendeck

Partner, Hahn Loeser & Parks, LLP

Jack Simpson

President, Ballad Health Foundation

Register Now