Planned Giving Success: Get Started and Grow

With the eldest baby boomers edging into their mid-70s, the time is right to focus your attention on seeking bequests and other planned gifts from these loyal donors. There’s a lot on the line: Nearly $9 trillion in assets is projected to flow from Americans’ estates by 2027. Carving out staff resources to go after those gifts can be tough, but some charities are doing it with great success. Join us and two planned-giving experts to learn how to attract bequests and other planned gifts. You’ll learn from Nicole Engdahl who directs the planned-giving program at the National Park Foundation and has helped attract $43 million in new bequest intentions since 2015 when she helped formalize the group’s planned-giving efforts as part of a Centennial campaign. Meg Roberts, a consultant who was previously director of planned giving at George Washington University will join Engdahl. Together they’ll outline the steps to take to start and maintain a successful program, share real-world examples