Introduction to Planned Giving

Foundational Fundraising

What is planned giving and how can it fit into your organization’s development strategy? With the right approach and goals, any nonprofit can start and sustain a planned giving program to maximize fundraising efforts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and understand how a planned gift can help them expand their charitable impact while meeting other financial objectives.  

In this introductory session, we will define planned giving, review the relevant tax benefits of these types of gifts, and discuss how planned gifts fit within a comprehensive development program. We will also share tips on simple ways to integrate planned gift messaging with existing communications. By the end of our time together, participants will have concrete action steps to start and sustain a planned giving program so they can raise more money for their organizations’ important work.

Advance registration suggested. Please Register Here

Presented in partnership with the Community Foundation of East Central Illinois and Fox Philanthropic Advisors.

About the presenter: Shari Fox founded Fox Philanthropic Advisors in 2022 to help inspire meaningful philanthropy, one donor at a time. With more than 30 years of experience advising institutional donors in establishing and structuring their charitable gifts, she works as part of her clients’ team of advisors, helping them define their charitable objectives and implement plans and structures to achieve those objectives. She also consults with not-for-profit organizations to advance their major, planned, and principal gift programs.

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