An intense mindstorming session for nonprofit execs.
If you attended the Planned Giving Boot Camp, you’ve already laid the foundation of authority and trust you can project to peers, donors, and board members.
Here’s your opportunity to take it a step further.
This is an exclusive opportunity to learn from some of the best in the business (and your peers) and level up your planned giving game. You won’t want to miss out on this unique event – sign up now, because spots are filling fast.
TECHNICAL/STEWARDSHIP/GENERAL/ESTATE PLANNING
Jonathon serves as legal counsel to donors and advisors, and as consultant to nonprofits. He has transacted millions of dollars in his lifetime.
ONLINE WILL PLANNERS/ESTATE PLANNING
Jordan serves as a planned giving specialist at PlannedGiving.com. He is product development manager for several legacy giving tools including the LegacyPlanner™.
MARKETING/EXAMPLES
As the CEO of PlannedGiving.com, Viken has shown thousands of nonprofits how to employ highly effective marketing techniques that inspire prospects to become donors, and donors to become family.
Come prepared and ask away.
Learn from others' questions
Battles, failures, success stories!
Wednesday, May 15, 2024
1:00 PM — 2:30 PM
1.5 Credits
Planned Giving Is Having a Moment: Chronicle of Philanthropy ↑
Attend our primers and join the top 1%
Those who attend are the most successful nonprofits that consistently have adequate funding to advance their mission, hire staff, and plan for the future.
This course qualifies for 1.5 CFRE credits.
Certificate of completion awarded to each attendee.
Pocket Guide for MGOs, Gift Comparison Chart, one year subscription to Giving Tomorrow magazine.
Some planned gifts can also be major gifts, and some major gifts will inspire planned gifts. Planned giving research is also a great way to identify potential major donors.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.