Planned giving is often viewed as complex or reserved for technical conversations with financial advisors. In reality, many planned gifts begin with simple, relationship-based conversations between nonprofit leaders and the people who care about their mission. This Excellence in Training Webinar introduces a practical approach to asset-based and estate giving and will also include a high-level overview of several common asset-based and estate giving strategies, including qualified charitable distributions (QCDs), donor advised funds (DAFs) and beneficiary designations/charitable bequests, with an emphasis on how organizations can communicate these opportunities effectively.

You will leave with practical tools and conversation strategies you can begin applying immediately within your own organizations as you learn to:

• Identify characteristics and signals that may indicate a donor is a potential planned-giving supporter.
• Recognize the key themes and language that often emerge in donor conversations about long-term generosity.
• Understand the basic principles of donor segmentation to prioritize asset-based and estate giving outreach.
• Apply practical next steps to move planned-giving conversations forward in a relational, strategic way.