Planned Giving Workshop

Planned Giving Workshop

📅 Date: Wednesday, June 25, 2025
🕤 Time: 9:30 AM – 12:30 PM
📍 Location: Okanagan College Penticton – Community Hall

Join us for a morning workshop designed to help charities explore the potential of planned giving. Whether you’re just getting started or looking to deepen your strategy, this session will offer practical tools, fresh perspectives, and professional insights.

What You’ll Learn

• What planned giving really means—and why it matters now more than ever
• How to build or strengthen your planned giving program, including policies, donor engagement, and stewardship
• How endowments can support long-term sustainability and how they fit into your planned giving strategy
• Insights from a Professional Advisors Panel on tax benefits, compliance, and working with donors

Who Should Attend?

• Executive directors and board members
• Donor relations and development staff
• Anyone curious about legacy giving and long-term fundraising strategies

A light lunch and refreshments will be offered at the event.