In times of uncertainty, whether economic, political, or societal, planned giving remains one of the most powerful and sustainable ways for nonprofits to secure long-term support. It enables donors to make meaningful contributions that align with their values, create lasting legacies, and take advantage of tax and estate planning benefits.
This session explores how planned giving can become a cornerstone of financial resilience for your organization. You’ll learn how to identify and cultivate prospective donors, structure gifts that fulfill both donor intent and organizational needs, and diversify your revenue streams to weather unpredictable times.
With a practical and strategic lens, this session is ideal for fundraisers looking to deepen their understanding of legacy giving and integrate it more intentionally into their development program.
Learning Objectives:
Understand the value and benefits of long-term funding through planned giving
Explore strategies for diversifying revenue streams during uncertain periods
Identify and cultivate potential planned giving prospects
Learn how to structure gifts that align with donor wishes and long-term organizational goals
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.jpg "Aquanetta Betts, J.D., CAP®, AEP®, CFRE photo")