Starting a Planned Giving Program

If your land trust has committed to stewarding its lands forever, then your land trust needs to finance forever. Planned giving is a powerful vehicle for ensuring perpetuity, and this webinar will cover the basics of establishing a successful program. Mindy Tilby Tuttle, director of principal giving at the Land Trust Alliance, and Jessica McDonald, executive director at Greenbelt Land Trust, will walk through key questions land trusts must answer before getting started, as well as share tips and lessons learned from their years of experience with planned giving.

Here’s a look at what we will cover:

• Planned giving outlook and trends for conservation organizations.

• Big questions to consider before starting your program.

• Elements of a strong planned giving program.

• Different types of estate gifts.

• Who to look for as early estate planning donors and how to connect with them.

• Collaborating with other organizations on estate planning.

• How to prepare for contested wills and other conflicts.

This webinar is included in the 2024 All-Access Pass.

Participants in Land Trust Alliance events should review and agree to the Alliance Code of Conduct.