Planned Giving Debunked (over lunch)

Planned giving has a bad rap.

  • Do you find the topic of planned giving complex and intimidating?
  • Are you confused about how to identify donors who might be interested in planned giving?

During this power-hour Annie Kiser with Maia Wealth, and Julianna Nelson with Phillinnova, will absolutely debunk planned giving. 

  • Learn how to use your donor data to identify candidates for planned giving.
  • Gain clarity on planned giving tools that serve both your organization and the donor.
  • Observe a conversation between a donor and development professional demonstrating effective inquiry and relationship building.

You will leave the webinar with tips, tools, and resources to confidently engage your donors in conversations about planned giving and how they desire to leave a legacy with your organization. 





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