From Reactive to Proactive: Making Planned Giving a Natural Part of Fund Development

Planned giving plays a vital role in philanthropy, yet it’s often treated as a separate initiative rather than an integrated part of a nonprofit’s overall fund development strategy. This session will explore how organizations can take a more proactive approach—engaging donors early, seamlessly incorporating legacy giving into fundraising efforts, and strengthening collaboration with financial professionals.

Join us to learn practical strategies for identifying the right donors, starting meaningful legacy conversations, and structuring a legacy society that fosters long-term donor relationships. Whether you're new to planned giving or looking to refine your approach, this session will provide actionable insights to grow your organization’s future funding.