Planned Giving: The Money You're Not Asking For

Ninety minutes on the gift that arrives long after the conversation ends: how to start a planned giving program with no dedicated staff, and the language that makes the subject ordinary rather than uncomfortable.

• When. Friday, August 27, 2027, noon to 1:30 pm Eastern. Ninety minutes.
• Practice area. Foundations & family philanthropy, one of the eight practice areas at JP Davis Partners.
• Who it is for. Executive directors, development leads, board chairs, and the staff who carry the work between meetings.
• Guest experts. Sessions are joined by invited guest experts.
• Seating. Capped at 25, so the session stays a conversation rather than a broadcast.
• What your seat includes. Live participation with questions. Your seat is confirmed at checkout, and the join details appear in your members area ahead of the session.
• Recorded. Every session is recorded. Your seat includes the recording, the documents, and a written readout afterward, so you can revisit the session or share it inside your organization. We also use what we learn across sessions to shape future ones.