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Build a sustainable, donor-centered program that integrates into everyday development work and delivers lasting results.

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All webinar registrants — regardless of attendance — receive links to the recording and slides about 24 hours after the webinar. So, be sure to register.

Member
Complimentary

Non-Member
$161

Planned giving is often viewed as complex, distant, or something to address “later” rather than as a core component of a development office’s long-term strategy. As a result, many schools lack a clear, intentional approach to identifying prospects, communicating purpose, and integrating planned gifts into their broader development efforts.

This webinar will explore how to design a multi-year planned giving program grounded in a small set of belief statements about legacy, impact, and donor intent. The session will focus on identifying the facts, data, and stories that support those beliefs and translating them into annual goals and tactics that steadily grow a pipeline of legacy commitments. You’ll learn to build a sustainable, donor-centered program that integrates into everyday development work while delivering lasting results.

You will learn how to:

• Establish clear belief statements that define the purpose and role of planned giving within your school’s philanthropic culture.
• Apply a multi-year planning framework to the development of a sustainable planned giving program.
• Translate belief statements into realistic multi-year goals and annual planned giving tactics.
• Identify the data, donor indicators, and narratives that support planned giving conversations and outreach.
• Integrate planned giving into donor engagement, stewardship, and portfolio management, rather than isolating it as a separate initiative.

This webinar is for:

Development Officers, School Heads, and Board Members