Whether you're launching a planned giving program or looking to elevate an established one, this comprehensive session will equip you with practical tools for every stage of the legacy-giving lifecycle. Participants will learn how to build a strategic prospect pipeline using data, donor behavior, and targeted marketing; how to confidently initiate planned giving conversations using frameworks like the PAPPA model; and how to integrate planned giving seamlessly into annual and major gift strategies. The session also covers essential program-building steps, effective messaging, and ways to communicate tax benefits that motivate donor action.

Beyond securing commitments, attendees will explore stewardship practices that strengthen lifelong donor relationships, prevent attrition, and increase documented gifts. The session concludes with best practices in estate administration, tracking, and communication to ensure donor intent is honored and families feel supported. Participants will leave with a clear roadmap and actionable tools to grow, manage, and sustain a high-impact planned giving program.

By the end of this session, participants will be able to:

• Identify and prioritize planned giving prospects using data, donor behavior, and targeted marketing strategies.
• Build or strengthen a planned giving program through effective planning, goal setting, resource allocation, and integration with annual and major giving.
• Initiate confident, donor-centered planned giving conversations using frameworks such as the PAPPA model and develop messaging that resonates with diverse donor motivations.
• Communicate the tax and financial benefits of planned gifts in ways that are accurate, accessible, and compelling for donors.
• Design stewardship and legacy society strategies that deepen engagement, prevent donor dropout, and encourage multiple or increased planned gifts.
• Implement estate administration processes that track progress, ensure clear communication with families and advisors, and safeguard donor intent.