How to Launch a Planned Giving Program

Date and Time: Thursday, April 20, 2023 - 09:00 am to 03:00 pmLocation: N/A - Online


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Does your organization have a planned giving (also known as legacy giving) program?  If not, you are potentially leaving a lot of money on the table.  Gifts made through planned giving are on the rise; Blackbaud says they are increasing by 5% a year.  With $30T slated to transfer from one generation to the next, this increase in planned giving to nonprofits should come as no surprise.   Research shows that donors who add a planned gift to their will increase their annual giving by an average of $3000/year and that nonprofits with a planned giving option see an increase in the results of their annual giving appeals.

If you want to be able to take advantage of this additional funding stream then this class is a must.  It will demystify the various planned giving techniques and vehicles, walking you through such options as Charitable Gift Annuities, Charitable Remainder and Lead Trusts, Life Insurance, Retirement Accounts, and Life Estate, and it will show you how you can easily implement a planned giving program that will cost you very little overhead.

SKU: N/A Category: Audience: Development staff, executive directors, board members and others involved with donors Certificate Programs: Fundraising

Event Location

Date: April 20th, 2023

Location: N/A - Online


Member $155
Non-Member $185


  • Richard Przywara

    Richard Przywara, CFRE, is CEO of Woodlawn Trustees. He was previously vice president of resource development for the Boys & Girls Clubs of Delaware, chief operations officer for the YMCA of Greater Brandywine and executive vice president of operations for Ashley Addiction Treatment. Prior to joining Ashley, he was executive director of the West Chester University Foundation, responsible for a $50 million capital campaign and $6 million in annual fundraising and leading a $300 million revitalization project of the student residence halls. Rich has also been general manager of the Department of Special Service for New Castle County, Delaware where