Fundraising Webinar from 2:00 – 3:15 p.m. ET

Early Bird Discount Rate of $69 ends September 17, 2026 at midnight

Older generations are expected to pass down as much as $18 million in wealth to their loved ones and to charities over the next several years, so now is a prime time to talk with donors about making a planned gift.  

Don’t miss out on this opportunity. Join this 75-minute session to learn from two experts who will explain: how to promote planned gifts, deepen connections with donors, and ensure a strong future for your nonprofit.  

They’ll share proven low-cost ways you can highlight bequests and other legacy gifts in donor communications right away. Plus, they’ll explain how to identify potential donors, talk about these gifts in ways that are sensitive and compelling, and make it easy for donors to give. 

We’ll also explore how one organization used a matching-gift campaign to raise millions in legacy gifts — and how any nonprofit can adopt this tactic, even a small shop.

You’ll learn: 

• Simple ways to weave planned giving into your existing fundraising messages and materials 

• Dos and don’ts for promoting these gifts to supporters of different ages 

• How to thank and steward donors well, so they won’t revoke their gifts 

Can’t attend live? Register now and access the full recording on demand after the webinar. An email with a link to the recording will be sent to you the day after the event.

To register on behalf of another person, group, international registrations or request other accommodations, please contact events@philanthropy.com (recommended) or 571-540-8070 and include the name of the webinar, billing address, and attendee information. For additional questions, please visit our FAQ page. 

Speaker bios:

Janel Alpert is director of planned giving and principal gifts at the University of Michigan’s College of Literature, Science, and the Arts. She secures major and principal gifts, provides strategic leadership in planned giving, and builds donor relationships to support the College’s goals. Alpert has more than 14 years of experience in fundraising and alumni relations, including roles at Michigan State University, Northwestern University, and the University of California. 

Lisa Sargent is an author, fundraising copywriter, nonprofit educator, and story strategist who urges charities to transform how they communicate with donors. She wrote Thankology, a book on how to improve donor retention through gratitude, and co-authored Change for Better, a guide on using decision science in fundraising. Her free donor thank-you clinics were named one of the world’s “top 10 gifts for fundraisers” by the Showcase of Fundraising Innovation and Inspiration, an online archive of fundraising resources, where they remain one of the site’s most visited exhibits. Sargent has worked with clients including Best Friends Animal Society, St. Helena Hospital Foundation, Shriners Hospitals for Children, Animals Asia, Northwestern Memorial Foundation, and several charities in Ireland. 

This webinar is worth 1.25 CFRE credits.