Planned Giving for the Rest of Us: What Every Nonprofit Consultant Should Know About Legacy Giving

Description: Planned giving is often hiding in plain sight. It surfaces when an organization receives a surprise bequest and realizes it never knew the donor's intentions, when a longtime board member dies and leaves nothing behind, or when leaders feel the pinch of running year to year without an endowment to build long-term stability.

This session looks at why legacy giving matters for nonprofits of every size, especially against the backdrop of the Great Wealth Transfer, and how it shows up in the work consultants are already doing, even when it isn't their specialty.

This is not a technical training on gift vehicles. It's a practical conversation about how to recognize legacy giving opportunities in the work you're already doing, and what questions to keep asking as those opportunities develop.