Endowment & Planned Giving: Workshop for Nonprofit Professionals

Thursday, March 26 | 9:00–10:00 AM
Join us at The Hub or on Zoom

Are you looking to build or strengthen a planned giving program but aren’t sure where to start—especially with a small team or limited capacity?

Join us for a practical, discussion-based session designed for nonprofit staff, Executive Directors, and board members. We’ll walk through the fundamentals of planned giving and share realistic ways to keep it a priority alongside your other responsibilities, while building long-term support for your mission.

We’ll cover:

• The basics of planned giving and why it matters
• Simple steps to start or grow your program
• Managing expectations with limited staff and resources
• Awareness tactics to engage and educate donors
• A real-world case study and ideas for growing your endowment

Participants are welcome to bring examples of their planned giving materials (hard copy or digital links), along with any questions, successes, or challenges to share.

Presenters: Sarah McCarthy, Director of Corporate & Community Engagement, Heart of Maine United Way