It’s time for you to get serious about an (often) under-utilized development strategy at small nonprofits – planned giving! As some of your most loyal donors age, and the great transfer of wealth continues, now is the time to get a baseline understanding of what planned giving is, and how you can partner with your donors to impact your nonprofit – even in a small shop! Spend two hours with Kari Anderson with Incite! Consulting. You’ll learn more about what planned giving is (and isn’t), how planned giving CAN benefit both you and the donor, steps to set up the process to promote and receive planned gifts, and whom to partner with in the community to set you up for success.
Meet in person or join via Zoom for this 2-hour presentation.