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Planned Giving Essentials

April 1, 2019 by LALMN

This four-part eLearning track is developed for the busy nonprofit leader seeking to incorporate gift planning into the organization’s fundraising approach. Comprised of some of the top-ranking sessions from our Legacy Giving at Lunch series, the Planned Giving Essentials track leads you from the very beginning concepts on how to start a planned giving program to some of the tools and tactics that most seasoned nonprofit professionals have experienced.

Many Hats, One Mission

Many Hats, One Mission

Getting Started

Getting Started: Considerations in the Early Stages of Your Planned Giving Program

Asking for Major & Planned Gifts

Asking for Major & Planned Gifts – What to Ask, What to Listen for, How You Might Ask

Planned Gift Materials Every Shop Should Have

Planned Gift Materials Every Shop Should Have




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