Planned giving is often viewed as complex, distant, or something to address “later” rather than as a core component of a development office’s long-term strategy. As a result, many schools lack a clear, intentional approach to identifying prospects, communicating purpose, and integrating planned gifts into their broader development efforts.

This webinar will explore how to design a multi-year planned giving program grounded in a small set of belief statements about legacy, impact, and donor intent. The session will focus on identifying the facts, data, and stories that support those beliefs and translating them into annual goals and tactics that steadily grow a pipeline of legacy commitments. You’ll learn to build a sustainable, donor-centered program that integrates into everyday development work while delivering lasting results.

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