Featured Presentations
The need for nonprofit services does not always fade with time. In many cases, communities may rely on the same organizations for years, decades, or even generations.
This session will help nonprofit leaders think through what it takes to fund that kind of long-term work. We will cover practical ways to build financial stability, including reserves, diversified revenue, planned giving, endowment strategy, and investment oversight. Attendees will also learn how long-term reserves, charitable gift annuity programs, permanently restricted funds, and investment policies can help organizations prepare for recessions, funding disruptions, and moments when demand for services increases.
The goal is simple: help your organization keep showing up for the people who depend on you, even when the financial environment changes.
Planned giving can become an important source of long-term support, but the strongest programs are built with intention well before a gift is received.
This session will walk nonprofit leaders through the practical pieces that help a planned giving program succeed, including gift acceptance, donor intent, internal responsibilities, governance, stewardship, and long-term investment considerations. Attendees will also explore how to identify strong planned giving prospects, engage donors through meaningful touchpoints, create a Legacy Society, develop clear donor materials, and make the giving process easier to navigate.
The session is designed to give organizations a practical roadmap they can adapt to their own size, resources, and stage of development. The goal is to help nonprofit leaders build a program that strengthens donor relationships, supports responsible stewardship, and creates lasting resources for the mission.