FreeWill Training for AFP Austin

Planned Giving Stewardship

Date: Wednesday, May 14, 2025

Time: 12:00pm CT 

Planned giving is a long game. Building strong relationships with planned gift donors is the best way to ensure a legacy commitment remains in a donor’s plan for life. Plus, research shows that many planned gift donors increase their annual giving after making a legacy commitment, if properly stewarded.

What are the most effective ways to thank, recognize, and steward your planned giving donors?

Join Nonprofit Training Lead, Lauren Winther-Hansen, in a session for AFP Austin members interested in expanding their planned giving knowledge.

In this session, we’ll cover:

• Why good stewardship is essential for planned giving
• How to create & sustain a Legacy Society
• Why you need a stewardship plan & how to create one
• Important context around anonymous planned giving donors
• Links to helpful stewardship resources
• …and more!

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