Surveys show more donors are thinking about their legacies — including bequests and other planned gifts — since the pandemic began, and many are even pledging larger amounts.
How can your nonprofit inspire loyal donors to make legacy gifts without breaking the budget?
Smart ways to identify and cultivate donors — and make it easy to give
How to promote planned gifts to donors of all ages
Tips for stewarding donors and planning for growth
Register nowand join us live tomorrow – or watch the recording whenever you like. This session includes live captioning and ASL interpretation. To request other accommodations, please emailcopevents@philanthropy.comor call 202-466-1032.
Meet the Speakers
Tia Graham
Vice President, Individual Giving/ PBS Foundation
Tia Graham leads the principal giving and planned giving efforts at the PBS foundation, where she spearheaded a six-year training program for development professionals, senior leaders, and governing board members at PBS stations nationwide. Graham’s past experience includes working as a fundraiser for medical research, higher-education, and community organizations, in addition to working as a financial reporting accountant and estate planning attorney.
Chief Development and Engagement Officer, John Ball Zoo
Kelli Smith leads development, marketing, community relations, and government affairs for the John Ball Zoo, a Grand Rapids nonprofit committed to wildlife conservation and preservation. She is the Chair of the National Board of Charitable Gift Planners and serves on several boards and leadership councils in western Michigan. Previously, Smith worked in healthcare and higher education, and has more than two decades of fundraising experience.
