Planned Giving Academy
In Person\On Site | Available
Planned Giving Academy
Strong organizations plan for the future. The Planned Giving Academy is a two-session, lunch-and-learn experience designed for nonprofit organizations with annual operating budgets of $1 million or more and dedicated staff who are ready to explore, launch, or strengthen a planned giving strategy. Whether you are just beginning to consider bequests and endowments or looking to deepen an existing program, this Academy will provide practical guidance, real-world insights, and a clear roadmap forward.
Participants will gain a stronger understanding of what effective planned giving programs look like at every stage, how to identify and cultivate the right donors, and how to set realistic expectations for timelines and impact. Designed for organizations interested in beginning or expanding their partnership with CFB, this Academy will position your team to grow sustainable philanthropic support while building a stronger pipeline of legacy donors and long-term endowment opportunities.
Both sessions will take place from 11:30 AM to 1:30 PM on the following dates:
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August 6, 2026: Session 1
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August 20, 2026: Session 2