Jan. & Feb., 2025
For CFO agency partners only
At the CFO, planned giving is always on our minds. Planned giving is an excellent way to build the long-term sustainability of your organization, but we know if can be a tricky conversation topic for donors.
To help you comfortably develop or accelerate a planned giving program, we’re giving 40 agency partners the opportunity to participate in an affordable workshop series presented by Embolden:
Week 1: Kick Off (Jan. 20)
- Demystify the planned giving concept
- “Tools for your toolbox” to support the success of your planned giving program (and your overall donor stewardship)
Week 2: Learning the Basics (Jan. 27)
- High-level overview of tax laws impacting planned giving
- Overview of various types of planned giving vehicles
Week 3: Setting Up Shop (Feb. 3)
- Review of Planned Giving Kickstart Playbook containing written materials, templates and strategies
- Tips for deploying materials (emails, articles, social posts) to accelerate donor cultivation
Week 4: Taking Action (Feb. 10)
- Best practices for implementing a planned giving program without derailing other development work
- Step-by-step action plan to incorporate planned giving into ongoing development work
All workshops will be held from 9-10 a.m. on Zoom. Space is limited to 40 participants — Register for $50 for the entire series.
