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Threading It Together: How to Launch and Succeed at a Planned Giving Program (2-Part Series)

Wednesday, April 27 - Thursday, April 28 Virtual/Zoom

When the topic of planned giving (arranging now for a future contribution, usually upon a donor’s death) comes up, even the most veteran fundraising professionals often start to squirm. It can be overwhelming to know where to start, the technicalities of giving vehicles can be confusing, and the idea of talking to people about something that involves their death can be uncomfortable. Accordingly, many community-based nonprofits shy away from planned giving.

Yet it doesn’t have to be this way! Planned giving is an enormous revenue opportunity for organizations of all sizes, and with some easy-to-do planning and basic strategizing, planned giving can be done simply, joyfully, and successfully.

Join Thread Strategies Principal Taryn Deaton and Director Holly Richardson for this two-part learning event.

Wednesday, April 27 (2-3:30pm EST) – Part One: We will cover a step-by-step guide to launching a planned giving program.

Thursday, April 28 (2-3:30pm EST) – Part Two: This session will include facilitated office hours to help you develop your own project management plan to launch a successful planned giving program for your organization.