Planned Giving: Turning One-Time Donors into Lifelong Supporters
Join Raymond Watts, Associate Vice President of Philanthropic Giving at Cal State University San Bernardino (CSUSB), for an in-depth workshop on Planned Giving. This strategy enables nonprofits to establish recurring donations and legacy gifts, fostering long-term sustainability.
Learn why nonprofits are turning to asset-based fundraising to inspire gifts of stock, real estate, and other non-cash assets.
Whether you’re just beginning to explore planned giving or want to strengthen your current strategy, this workshop will provide the tools and insight you need to succeed.
✅ Understand the power of planned giving to create lasting impact.
✅ Explore common planned gift types such as wills, trusts, bequests, etc.
✅ Learn how to start meaningful legacy conversations with donors.
✅ Review key legal and financial considerations for planned gifts.
✅ Integrate planned giving into your overall fundraising strategy.
Also check out other Workshops in Palm Desert, Nonprofit events in Palm Desert.
