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March 6: Donor and Agency Partner Education

Planned Giving — Leaving a Legacy of Impact

For nonprofits, planned giving can be important to an organization’s sustainability. But how do you begin to have those conversations with donors?

For donors, planned giving is a way to leave a legacy and support organizations that are important to you during your lifetime. But it can also be a difficult topic to think about and talk about.

In this session, we’ll discuss success stories and impact, ideas for starting the conversation with donors, different planned giving vehicles and options to consider if you already hold a fund with the CFO for estate and succession planning.


Contact Caitlin Golike, director of donor services, or Holly Beadle, director of philanthropic services. You can also call us at 417-864-6199.

RSVP by March 1

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