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AFP Austin Planned Giving Intensive
Thursday, March 13, 2025, 8:00 AM - 3:30 PM CST
Category: Events

Planned Giving Intensive: Building Your Confidence & Capacity in Gift Planning

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Event Description: 

Planned giving isn’t just for specialists—it’s a critical tool for every fundraising professional and nonprofit leader. Whether you’re looking to deepen your expertise or just starting out, this full-day or half-day intensive will equip you with the knowledge, strategies, and confidence to integrate legacy giving into your work. This education is critical for all fundraisers, as we have seen in recent years how in times of uncertainty, legacy gifts provide a reliable source of funding that ensures long-term sustainability, helping your organization weather volatility and continue its mission for years to come.

We’ll kick off the day with experts from FreeWill, who will provide essential training on trends in planned giving, what every fundraiser needs to know, and how to build and sustain a successful program. Next, a panel of financial advisors, estate attorneys, and other key players in the planned giving process will demystify their role and share insights on collaborating effectively to support donors’ long-term philanthropic goals. Finally, professional planned giving officers will lead an interactive discussion on practical implementation—how to identify the right prospects, incorporate planned gift strategies into your everyday fundraising, and have meaningful, donor-centered conversations that inspire lasting impact.

No matter your role in fundraising, this session will broaden your skills, strengthen your donor relationships, and help ensure your organization’s mission is funded into the future.

Schedule: 

  • 8am-9am: Registration, Coffee, Pastry

  • 9am-12pm: Planned Giving 101 (led by FreeWill)

  • 12-1pm: Networking & Lunch

  • 1pm-2pm: Panel with Planned Giving Experts

  • 2pm-3:30pm: Practical Implementation

Speakers: Information to come.

Pricing:
  • Half Day

    • Members: $75

    • Nonmembers: $100

  • Full Day 

    • Members: $125

    • Nonmembers: $150

Date: March 13, 2025
Time: 8:00am-3:30pm
Location: TCEA Conference Center
                 3100 Alvin Devane Blvd, Building B
                 Austin, TX 78741
Who Should Attend: Fundraising professionals, nonprofit leaders, nonprofit board members, AFP members, and those interested in joining AFP.

Contact: [email protected]