United States

Nonprofit webcast series: Developing your planned giving strategy


We all know the philanthropic landscape is highly competitive. Potential donors are constantly inundated with requests for support from a variety of organizations. How does your organization stand out? How do you build a connection with a donor’s passion to your mission? At the heart of an individual’s planned giving strategy are two critical conversations, which unfortunately are often handled as one.

In this two-part webcast, we discuss the importance of utilizing The Planning HorizonTM approach when working with potential donors.

Part 1 – featuring Todd Fithan, The Legacy Companies, LLC
Part 1 focuses on how your organization’s planned giving specialists can approach potential donors with a unique and powerful conversation that demonstrates your difference quickly. By starting above the planning horizon and discovering what matters most to the individual and why, you uncover their passion and connection to your organization–and simply embark on an entirely different conversation. Discovering the why first, sets up a clear transition to the how. 

Part 2 – featuring Barry Margolis, RSM Partner; Carley Umstead, RSM Senior Manager; and Holly Isdale, Founder, Wealthaven
Once your planned giving team understands the donor’s charitable vision, it’s time to discuss possible planned giving strategies, tactics and tools that will help accomplish what was discovered above the planning horizon.

Part 1 - The conversation that makes the philanthropic difference
Jan. 17, 2018

Download webcast slides

Part 2 - Strategies, tactics and tools including implications of tax reform
Jan. 18, 2018

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Event details

Who should attend
Nonprofit administrators, chief financial officers, development and planned giving directors and staff


More information
Email us or call + 1 800 274 3978