How to Boost Your Planned Giving Program

As the pandemic drives many to get their affairs in order, nonprofits are seeing a spike in bequests and other planned gifts. But it can be tricky to frame conversations and messages about this form of giving, especially during a health and economic crisis. How can you highlight planned giving during the crisis and inspire loyal donors to make a legacy gift? Join us for a 75-minute webinar and learn directly from three experts: a director of planned giving, a veteran consultant, and a legacy-giving director at a financial services firm. Debra Steinbuch, head of planned giving at the Jewish Federation of Cincinnati will share tips for developing a smart planned-giving strategy. She’ll explain how to find potential legacy donors, start conversations about legacy giving and ask for these gifts, and avoid common missteps when getting started with planned giving. Crystal Thompkins, head of gift planning at BNY Mellon Wealth Management, will offer advice on which types of gifts — and which d