Planned giving is an invaluable tool for growing your annual and major giving programs, but have you avoided implementing it because you doubt you have the time or the resources to do it well?
CCS experts Anne Thomas and Christopher Dake help remove the fear and uncertainty of engaging in planned giving, provide best practices for what you can do with limited time and resources, and share tips on how to determine your real planned giving potential, including:
- How to address the most common concerns for investing in planned giving
- How a growing planned giving program can help you meet your short and longer-term revenue goals
- Initial steps to set your organization on a path to short- and long-term financial growth
PRESENTED BY

Anne Thomas
CCS Alumna

Christopher Dake
Vice President
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