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Planned Giving When You Wear Twelve Hats Already

Planned giving can feel like a “someday” strategy – right up there with hiring more staff and finding time to breathe.  If you work at a small nonprofit, or if planned giving has quietly become part of your job description, this session is for you. In this practical presentation, planned giving pros break down what planned giving really means for smaller organizations, without legal jargon or unrealistic expectations.  We’ll cover the most common gift types in plain English, explain how planned giving differs from annual and major gifts, and explore why even small nonprofits should give it a closer look. Just as important, we’ll tackle real life challenges: limited capacity, donor readiness, leadership buy-in, and those slightly awkward legacy conversations. You’ll learn how to right-size a planned giving effort, where to start (hint: it’s usually bequests), and how to know when “not yet” is the right answer. No charitable trust required.