FREE WEBINAR: What Boards Need to Know about Gift Planning


Event Info

FREE |  Wednesday, April 17,  2024  | 1:00 - 2:00 pm ET

What Boards Need to Know about Gift Planning

Presenter: Paul Nazareth, MFA-P, CAGP

Is your charity engaged in the highest-return fundraising strategies? Join us for this free discussion on how your organization can reduce the risk and enhance the long term financial viability of your organization by leveraging the power of strategic gift planning.  In this webinar for board members we will introduce the concept of strategic gift planning is, why it is different than most other fundraising methods, why important to you as a board member, and the many benefits that a gift planning program will bring to your organization including:

  • Introducing you to financial donations other than cash (securities, gifts in wills, life insurance, personal gifts from advised-foundations and more)
  • Delivering a steady stream of revenue that flows even during difficult economic times.
  • Lowering your fundraising overhead costs.
  • A methodology for greater long-term relationships with your supporters to support growing their giving and making their gifts more meaningful
  • The strategy of working with professional advisors in tax, financial and estate planning in support of their clients and of your donors’ personal generosity

Strategic Gift Planning is one of the most vital areas of fundraising for any charity.  As a board member, you can make a significant impact that will last decades into the future, well past your own time as a volunteer.

Topics Covered:

  1. What is Strategic Gift Planning?
  2. How and why a strategic gift can be 1000 times bigger than an annual donation.
  3. Playing the long game: the importance of consistent, capital funding for your organization’s operating funds – not just endowments
  4. What does a basic, well-run program look like?
  5. Resources and data for you and your board from across the charity law, governance, policy and fundraising landscape.

Webinar Wednesdays Sponsor: 


17 April, 1:00pm to 17 April, 2:00pm


Online - National


Phone: 888-430-9494