With more than $84 trillion expected to change hands through 2045 as part of the so-called “greatest wealth transfer in history,” the topic of planned and asset-based giving is coming up more and more in discussions of long-term fundraising growth. Planned giving already accounts for roughly 7%-10% of total charitable giving in the United States, and there’s evidence that we’ve been missing out on significant untapped potential for some time. 

If you don’t yet have an intentional plan of action with explicit goals for planned giving, now is the time to craft one. This session will lay out the “101” of planned giving with key terms you must know, best practices and data-driven strategies to help fundraising teams of any size capitalize on this opportunity and grow their planned giving revenue.