Workshops

Legacy Giving and Growing Endowment

Legacy giving is one of the most powerful, and most underutilized, drivers of long-term financial sustainability for nonprofit organizations. While only a small percentage of donors currently make a planned or estate gift, research consistently shows that many more would consider doing so if invited into the conversation.

This session explores how organizations can thoughtfully grow a legacy giving program by identifying the right prospects, normalizing legacy conversations, and integrating planned giving into broader fundraising efforts.

Participants will examine the direct correlation between legacy giving and endowment growth, including why planned gifts often represent a significant share of comprehensive and endowment campaign totals. The session will highlight how legacy donors tend to deepen their engagement over time, frequently increasing annual giving.

Designed for development professionals, executive leaders, and board members, this session will focus on practical strategies for building momentum: engaging trustees as ambassadors, positioning blended gift asks, and aligning messaging to donors' values and long-term vision. Attendees will leave with a stronger framework for elevating legacy giving from a passive offering to an intentional strategy one that ensures financial, resilience, mission continuity, and impact for generations to come.

Topic	Philanthropy
When	April 16, 2026 1:30 pm - April 16, 2026 3:30 pm
Where	321 Walker Drive, Suite 201, Warrenton, VA 20186
Trainer	Victoria Dietz
Member Fee	$0.00
Non-Member Fee	$0.00