About Planned Giving Day

Planned Giving Day is an annual event dedicated to equipping nonprofit professionals and financial advisors with the tools and knowledge needed to guide donors and clients in achieving their philanthropic goals. This observance emphasizes the importance of planned giving as a strategic approach to charitable contributions that aligns with donors’ values and long-term objectives.

Planned giving includes thoughtful arrangements like bequests, charitable trusts, annuities, and other financial strategies that support nonprofits in the future. For advisors and nonprofit leaders, these gifts represent an opportunity to deepen relationships, foster meaningful conversations, and secure sustainable funding for important causes.

The day highlights the vital role nonprofit professionals and advisors play in helping individuals design impactful giving plans. By learning best practices and techniques, they can effectively navigate complex financial and estate planning scenarios, ensuring that donors leave a lasting legacy while meeting personal and family financial goals.

Planned Giving Day is also a platform for sharing success stories, innovative strategies, and industry insights. It celebrates the collaboration between donors, nonprofits, and advisors, all working together to make a significant difference in communities worldwide.

Join us on Planned Giving Day to explore how you can better serve donors and clients, unlock their philanthropic potential, and contribute to the long-term success of charitable organizations. Together, we can inspire generosity and build a brighter future.

   
 
 
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