Planned Giving: Why It Matters to Your Mission

with Mindie Reule & Robin Callahan, Community Foundation of South Puget Sound

This workshop will explore the importance of planned giving for nonprofits and provide strategies for creating a successful planned giving program. We will discuss the great wealth transfer and its implications for planned giving. We will will explore tax smart giving strategies for donors and explore strategies for building strong relationships with planned giving donors. We will touch on creating an endowment for a nonprofit organization and stories from donors who have made planned gifts to nonprofit organizations.

By creating a successful planned giving program, nonprofits can build a bridge to tomorrow by ensuring the long-term sustainability of their organizations and make a lasting impact in their communities.