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Planned Giving 101: What to Say When a Donor Mentions Their Will
Planned giving is simpler than it sounds.
A donor tells you they are thinking about leaving your organization in their will. Another mentions a charitable remainder trust. Do you know what to say next? Join The Kannico Agency and planned giving specialist Amy Mauser on Tuesday, November 10 at 11:00 AM ET for a practical introduction, followed by live Q&A.
Reserve Your Seat
What You'll Learn
The Language and the Vehicles
- Bequests, residual bequests, and beneficiary designations
- QCDs, charitable gift annuities, and the difference between lead and remainder trusts
- Why some organizations count donor-advised fund gifts as planned gifts
The Donor Conversation
- What to say when a donor mentions a will, a trust, or leaving a house to your organization
- When to suggest they speak with their CPA, tax advisor, or estate planning attorney
- When to ask whether the gift is in writing
Where Planned Giving Is Headed
- Trends shaping planned giving in 2026 and going into 2027
- Why most planned gifts arrive as simple bequests and beneficiary designations
- Next steps and resources to start or strengthen a program at any size
What Past Webinar Attendees Are Saying
"You are doing some amazing work, and I'm grateful for the workshops your team is putting together."
—David E. Fuentes
Community & Development Coordinator
Economic Growth Business Incubator(EGBI)
"I have been working with Kirsten Stevens since I first discovered The Kannico Agency and it has been no less than stellar."
— Michelle Spady
Founder and Chief Creative Officer
Arts and Animation Vocational Training Studio
Looking for more expert insights and solutions? Book a no-commitment strategic call to explore how we can further elevate your nonprofit.
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