Do you spend more time thinking about starting a planned giving program than actually doing it? Is planned giving a part of your job but you don’t know where to start? Are you nervous and afraid to talk to donors about their end of life plans? This session offers five practical steps that you can take to build a robust legacy program. At the end of CFRE Creditthis session you will have a five-step strategy to take to work tomorrow. Full of real stories and concrete actions that will inspire, motive and be practically useful.

You will leave this session with a workplan that you can start implementing as soon as you get back to your office.

As a result of this workshop, you will have…

  • A clear action plan for your planned giving program
  • More confidence to help start the legacy conversation with donors
  • Understanding of how to integrate planned giving into your organization

Additional Resources for Practical Planned Giving:

Download the slides: Practical Planned Giving - Kimberley MacKenzie (PDF)

Download the audio: Practical Planned Giving - Kimberley MacKenzie (MP3)

Possible codicil wording (check with your nonprofit attorney):

Bequests can help reduce your estate taxes. Check with your attorney to see if the following language is appropriate for your situation:

“____ percent of all the rest, residue, and remainder of my estate, both real and personal, wherever situated, I give, devise, and bequeath to the [Name of Org], a [your state] nonprofit corporation having its principal administrative offices at [your address], to be used for the general purposes of [your nonprofit or indicate a specific program or purpose, agreed to in advance by the nonprofit].”