About this Event
Planned giving doesn’t have to be limited to specialists. This half-day program is designed to help fundraisers build a practical understanding of planned giving and become more confident recognizing opportunities in their everyday donor conversations. Attendees will begin with a foundational Planned Giving 101 session, hear from a panel about why planned giving matters now, and learn how to identify potential planned giving opportunities. The program will conclude with reflections and an interactive Q&A.
Coffee and pastries will be available during check-in. While lunch will not be provided during the program, attendees are warmly invited to gather nearby at House of Bread afterward to continue the conversation and share key takeaways over lunch.
The full agenda and speaker information are included below.
Agenda
🕑: 08:00 AM - 09:00 AM
Check-In & Networking: Coffee & Pastries Available
🕑: 09:00 AM - 09:15 AM
Opening Remarks
🕑: 09:15 AM - 10:15 AM
Planned Giving 101
Host: Leila Dufurrena
🕑: 10:15 AM - 10:30 AM
Break
🕑: 10:30 AM - 11:15 AM
Panel Discussion: Why Planned Giving Matters Now
Host: Debby Nicklas
🕑: 11:15 AM - 12:15 PM
Recognizing Planned Giving Opportunities
Host: Allie Burnett
🕑: 12:15 PM - 12:30 PM
Closing Reflections and Q&A
Host: Allie Burnett
Event venue & nearby stays
Family Care Network, 1255 Kendall Road, San Luis Obispo, United States
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