Eight Steps To Create Your Planned Giving Strategy

Empower your organization to maximize donor engagement and secure long-term support by understanding the fundamentals of planned giving.

Unlock the potential of your planned giving program by learning how to identify and connect with the donors who care most about your mission.

Equip your organization with the tools and strategies needed to create a successful planned giving program that drives sustained support and aligns with your mission.

Enhance your outreach with proven communication strategies that inspire and educate your community about the impact of planned giving.

Ensure your planned giving program is legally sound and financially beneficial by understanding key considerations and best practices.

Build lasting relationships and honor your donors by implementing effective recognition and stewardship practices for planned gifts

Access essential tools and resources to streamline your planned giving efforts and support your organization’s long-term success.