Webinars

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

This session will provide a step-by-step guide to launching and executing a highly successful Legacy Match Program. If you've faced resistance from senior leadership in getting a Legacy Match/Challenge approved, this session will equip you with the tools, strategies, and confidence to make a compelling case. You will learn how to leverage existing resources, create an in-house training framework for fundraising staff, and track and report outcomes that demonstrate undeniable impact. Discover how New York University leveraged a $500,000 matching pool to generate over $66 million in new bequest intentions within just 14 months—and how you can apply these insights to transform your own gift planning efforts.

In the philanthropic sector, your most valuable assets are time, expertise, and human connection. Yet the administrative lift - drafting communications, managing timelines, coordinating stakeholders, and keeping complex projects moving - can pull you away from the work that truly matters. This session offers a practical, real-world look at how AI can become a reliable partner in your daily workflow, helping you overcome “blank page syndrome” and accelerate project timelines across the board.

We’ll focus on practical, everyday use - how AI can take on the drafting, organizing, and structuring work that often slows you down, allowing you to stay centered on strategy, judgment, and relationship‑building - the parts of the job only humans can do. Whether you’re brand new to AI or already experimenting, you’ll leave with a clear game plan to supercharge your workday while keeping the human touch front and center. And as a bonus, many of the skills you learn here can easily spill over into your personal life, helping you streamline everything from household planning to creative projects.
 

Most planned gifts are funded with cash or publicly-traded securities. But there are lots of other options, such as real estate, retirement assets, tangible personal property, or collectibles (antiques, art, coins, etc.). What are the tax considerations when a donor is considering these and other atypical assets to fund a planned gift?

In this webinar, Bill Laskin and Kara Morin will review the special tax issues that arise when a donor makes a planned gift with something of value that is not cash or publicly-traded securities. They will also touch on some of the non-tax issues that go along with certain atypical gift assets.

Nationally-known planned giving expert Craig Wruck will repeat his popular Fundamentals of Planned Giving course as a series of four weekly PG Calc Webinars. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp. Major topic areas he will cover are: Tax Fundamentals, Basic Planned Giving Methods, Assets Used for Charitable Contributions, and Advanced Planned Giving Methods.

Session Dates

All sessions are presented from 1:00 PM – 2:30 PM ET. All registrants will receive a replay of each session, typically within two business days of the live session. Each replay will be available for a limited time and viewable any number of times during that period.

• July 7, 2026 - Part 1
• July 14, 2026 - Part 2
• July 21, 2026 - Part 3
• July 28, 2026 - Part 4

This series is approved for 6.0 hours of CFRE Continuing Education points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. Both the live webinars and the recordings are approved for CFRE credit. 

Your planned giving staff has secured a wonderful planned gift commitment from a generous donor. The donor is well stewarded over the years. Now the donor has passed, but that hard-won bequest is nowhere to be seen. This session will explore ten ways that bequests can "go bad," including undue influence, lost documents, misnamed charities, handwritten edits, caretaker claims and tax apportionment problems. Attendees will not only learn to identify these potential problems, but will also discuss both proactive and reactive ways to avoid/deal with them.

Effective gift planning requires playing the long game, but how do you demonstrate value in an environment that demands results now? If you are relying solely on realized revenue, you are underselling your program’s impact (and probably taking credit for your predecessor’s work). On the other hand, tracking the number of donor calls is like judging next fall’s harvest by the number of seeds you planted last spring: there are other crucial factors you should be taking into account.

Join us for The Right Metrics for Gift Planning, where we will explore indicators that can bridge the gap between current activity and future revenue and uncover metrics that correlate best with long-term success. Stop chasing the wrong numbers and start measuring what matters.

Charitable lead trusts offer powerful benefits to both donors and nonprofits: immediate significant funding to the charity, while ultimately returning the trust’s remainder to the donor or to family members. Importantly, these benefits are available to organizations of any size, and in many cases do not require extensive administrative infrastructure. And yet, lead trusts remain underutilized.

Anecdotal and industry evidence points to several contributing factors: historical constraints on applying lead trusts to endowed funds and capital projects; risk management considerations; and limited familiarity with lead trusts among both fundraisers and donors. In this session, Alasdair Halliday will describe practical approaches he has used to overcome these barriers—expanding the designations that lead trusts can support and increasing the overall volume of these high-impact gifts.

About 28% of American household wealth is held in real estate, yet many donors are unaware of the benefits of gifting property during their lifetime. This session shares the story of a donor who gifted a multi-tenant rental property to simplify retirement and make an immediate charitable impact. Attendees will learn how to identify potential real estate gift prospects through prospect research, donor check-ins, and strategic questions. Real estate gifts can offer donors the joy of giving while living, tax advantages, or lifetime income. The session provides tools for successful fundraising, examples of ideal gift properties, and guidance on donor conversations. To engage participants, we’ll play an interactive guessing game inspired by NPR’s “Wait Wait…Don’t Tell Me!” and include time for Q&A on donor relationships, gift program essentials, and collaborative fundraising.