Planned Giving Cafe: Serve Up Simple and Straightforward Funding

Planned giving is pretty simple: you set the table - the donor makes an order. The hard stuff is done by lawyers and financial advisors and the payoff to nonprofits is significant. Last year, nonprofits received more than $42 billion in bequests and the Great Wealth Transfer promises to transition anywhere from $50 trillion to $200 trillion over the next 20 years from Boomers to Gen X, Millennials, and Gen Z. So why are many fundraisers hesitant to launch into an area of giving proven to provide sustainable, long-term funding?

Because planned giving has been made to sound hard and time-consuming. It’s not.

Be our guest on Tuesday, July 22 as we serve up an overwhelmingly simple approach to planned giving. We’ll review trends, workshop or build out your planned giving program from scratch, and hear from a panel of experts about the “special orders” they’ve experienced helping donors support the nonprofits they care about most.

Attend a half-day session to get caught up on trends and hear from the panel of experts. The full-day cost includes lunch and an afternoon session where we’ll dive into the three ingredients that make a planned giving program successful and workshop your own program.

Half-day Cost: $150

Full-day Cost: $225 (includes lunch)

8:30 a.m. Check-in opens

9:00 a.m. Welcome and Introductions

9:15 a.m. Prepping the Menu: The Great Wealth Transfer, Trends and Forecasts

10:15 a.m. Break

10:30 a.m. Panel of Experts: Special Orders, Off-the-menu Items, and Substitutions

................. To Be Announced

11:30 a.m. Lunch and networking for full-day participants

12:00 p.m. Three Simple Ingredients for Planned Giving Success

................. Group Activity One

................. Group Activity Two

................. Group Activity Three

2:00 p.m. Break

2:15 p.m. Workshop Your Program: Build it from scratch or level up

................ Individual Worktime

................ Presentations and Feedback

4:00 p.m. Event ends

Who is this event for? Nonprofit fundraisers and leaders.

Is space limited? Yes. Only 35 students will be able to attend.

Where is parking at Gradient? Paid parking is available on the street or in the parking lot.

What is the refund policy? This indoor event will occur rain or shine. No refunds will be issued.

Also check out other Workshops in Tulsa, Nonprofit events in Tulsa.