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Integrating Planned Gifts into Capital Campaigns and Major Gift Portfolios

This session will provide actionable strategies for seamlessly integrating planned giving conversations and commitments into ongoing capital campaigns and major gifts efforts. Attendees will learn how to identify and engage planned giving prospects, utilize tailored communication approaches, and implement stewardship plans that foster long-term relationships. The presentation will also highlight practical methods for tracking and reporting blended gifts, illustrated by realworld campaign examples and key lessons learned. Designed for mid-career and expert fundraisers, this session equips participants with proven tools to enhance donor engagement, address common integration challenges, and optimize overall campaign success.