Center Events

Planned Giving 101

Planned Giving 101 with Al Cantor will return as a virtual two-part series.
Registration includes both sessions of the series: May 18 and 25, 10-11:30am.

It’s easy to find yourself paralyzed by the complexities and minutiae of complicated planned giving vehicles – and to become convinced that planned giving is way beyond your reach. But really, it’s not.

This workshop helps even the smallest shops focus on ways to effectively and efficiently “get in the game” with planned giving. We will avoid the arcane detail of the more complex planned gifts and will instead focus on basic action steps for developing a planned giving strategy that works for your organization.  We’ll help participants develop an appreciation for the fundamental difference between a donor’s income and assets, and how to focus on the most likely and simpler planned gifts that will convert those assets into gifts for your organization. We’ll also discuss how to make your organization “a planned giving kind of place.”

Participants will develop an understanding of the financial and psychological motivations for donors, and how – even if you are a small nonprofit – you can create and develop a successful and impactful planned giving program that can complement and enhance your annual fundraising efforts.

Zoom link to access the sessions will be sent to all registrants a day or two in advance.

Session recordings will be sent to all registrants.

About the Presenter

Al Cantor is principal of Alan Cantor Consulting LLC, based in Concord, New Hampshire. He works with nonprofit organizations on issues of resource development, strategic planning, governance, and executive leadership. Prior to starting his consulting business in 2012, Al had thirty years of staff experience in the nonprofit sector as a CEO and development director.

Al is a prolific writer and presenter about the nonprofit world. He is a frequent contributor to The Chronicle of Philanthropy, Harvard Business Review, and other national journals. His blog at has attracted a diverse national audience, and he has been cited as an expert on charitable issues in media outlets such as The New York TimesThe Washington PostForbesThe AtlanticProPublicaVanity Fairand National Public Radio.

Date/Time: Tuesday, May 18, 2021 - 10:00am to 11:30 am
Location: Webinar Series ,
Fees: Member - $75; Not yet member - $150

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