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
Nancy Baker
Nancy Baker
Nancy Baker brings over 25 years of experience in nonprofit fundraising and planned giving, following an earlier career in estate and trust law. She has worked with organizations across the country—including The Nature Conservancy, Alzheimer’s Association, and St. Vincent Hospital Foundation—to help donors achieve their philanthropic goals through a wide range of legacy gifts. A seasoned speaker and educator, Nancy has led workshops and presented on charitable giving for groups such as the National Association of Charitable Gift Planners, the National Land Conservation Conference, and the Santa Fe Community Foundation.
Nancy is a founding member of the New Mexico Planned Giving Roundtable and currently chairs the Planned Giving Committee at the Museum of New Mexico Foundation. In 2016, she founded PHILANTHROPY SOLUTIONS BY DESIGN, LLC, through which she offers tailored services for nonprofits, donors, and professional advisors. Her work includes building and evaluating planned giving programs, coaching development staff, and providing customized education to support long-term charitable giving strategies.
Meet the people leading the conversation
Meet the people leading the conversation
Nancy Baker
Nancy Baker
Nancy Baker brings over 25 years of experience in nonprofit fundraising and planned giving, following an earlier career in estate and trust law. She has worked with organizations across the country—including The Nature Conservancy, Alzheimer’s Association, and St. Vincent Hospital Foundation—to help donors achieve their philanthropic goals through a wide range of legacy gifts. A seasoned speaker and educator, Nancy has led workshops and presented on charitable giving for groups such as the National Association of Charitable Gift Planners, the National Land Conservation Conference, and the Santa Fe Community Foundation.
Nancy is a founding member of the New Mexico Planned Giving Roundtable and currently chairs the Planned Giving Committee at the Museum of New Mexico Foundation. In 2016, she founded PHILANTHROPY SOLUTIONS BY DESIGN, LLC, through which she offers tailored services for nonprofits, donors, and professional advisors. Her work includes building and evaluating planned giving programs, coaching development staff, and providing customized education to support long-term charitable giving strategies.
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