Creating a Planned Giving Program
Details
About the event
Curious about planned giving but not sure where to start? This introductory session demystifies planned gifts and helps you understand if your organization is ready to begin accepting legacy donations.
Additional Information
This event is part of the Learning Hub program On the Ground. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
In this informative two-hour workshop, you'll get a clear picture of what planned giving is, how it works, and what it could mean for your organization's future. We'll cut through the jargon to give you a practical understanding of this powerful fundraising tool.
We'll Cover:
- What planned giving is (and isn't)
- Common types of planned gifts
- Which donors are most likely to make planned gifts
- How planned gifts fit into your overall fundraising strategy
- Signs your organization is ready for planned giving
- Basic steps to begin accepting legacy gifts
Perfect for:
- Organizations new to planned giving
- Development staff wanting to understand the basics
- Board members exploring fundraising options
- Executive Directors considering new revenue streams
What You'll Receive:
- Overview of planned giving vehicles
- Readiness assessment checklist
- Glossary of planned giving terms
No prerequisites or advanced preparation needed. This session is designed for beginners and focuses on understanding fundamentals rather than technical details. Bring your questions about planned giving.
Note: This is an educational overview. Specific financial and legal advice should be obtained from qualified professionals when implementing a planned giving program.
Meet the people leading the conversation
Meet the people leading the conversation
Meet the people leading the conversation
Leveraging Your Nonprofit’s Funds
with Drew Tulchin
Learn how changing your organization’s approach to managing funds can help maximize resources. This practical workshop shows you how to make your money work harder while maintaining prudent stewardship of your resources.
Being an Ambassador for Your Agency
with Dr. Monique Anair
Transform your organization's message into a compelling narrative that resonates with stakeholders. Led by Marsie, this hands-on workshop will help participants craft and practice delivering powerful stories about their mission. This session includes peer feedback and real-time message refinement, ensuring your narrative is powerful and polished.
Wisdom Weavers Session Five - Authentic Presence & Power
This session is part of a transformative 2-year program, designed for women of color leaders in northern New Mexico's nonprofit sector.
