Training Details

Thursday, January 24, 2019

Eastern: 2:00 pm - 3:30 pm
Central: 1:00 pm - 2:30 pm
Mountain: 12:00 pm - 1:30 pm
Pacific: 11:00 am - 12:30 pm



Join Our Network!


Do you dream of a wealthy benefactor leaving your organization $1 million in her will?  Chances of that happening will increase greatly if you actively ask supporters for estate gifts. This webinar will help you develop and implement a basic planned giving program. Learn about how estate gifts reflect donors’ values, legacy gift options, and the infrastructure for a planned giving effort. You’ll additionally discover steps and strategies to encourage donors to make estate gifts, maintain relationships with legacy donors, and administer planned gifts after a supporter passes away. This webinar is suited for organizations with an established base of donors who contribute regularly, regardless of the size of their gifts.

Can’t make the webinar? Register and we will send you the full recording so you can watch it on your own time!


Upon completion of this webinar, you should be able to:

  • Summarize basic planned giving options
  • Determine your organization's readiness for a planned giving program
  • Identify the building blocks your organization needs to set up a basic planned giving program
  • Create a plan to encourage your donors to make estate gifts
  • Establish systems to maintain relationships with planned giving donors and to administer their legacy gifts

 This webinar is intended for professionals who have some experience with (1) direct mail/email/face to face solicitation and donor relations, (2) a solid understanding of communications infrastructure and donor management systems within your organization; and (3) shaping donor engagement policies within your organization.


Qualifies for
1.5 CFRE points

Additional Information

Webinar fee entitles purchaser to one computer log-in which cannot be shared. In addition, no refunds, transfers or credits will be issued for missed sessions. Access to the recording will be provided with purchase.

Upon completion of your registration, you will be receiving an email from our webinar platform, GoTo Webinar. The email will contain your own unique link to the live webinar.

Intended Audience

Board members
CEOs, executive directors, upper management
Program directors and staff

Bonus Materials

When you register for this webinar, you receive:

  • a full recording,
  • a copy of the webinar slide deck, and
  • associated handout(s), if applicable


Stan Yogi Senior Consultant Klein & Roth Consulting View Bio