Starting a Planned Giving Program
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About This Webinar
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.
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Disclaimer
These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.
For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.