Powerful planned giving with a shoestring staff and budget


During this workshop, learn easy, practical ways to engage your staff and board members in jump starting your nonprofit organization’s planned giving efforts – an essential part of fundraising.

Over the last 20 years, more than 3,000 attendees have enjoyed and benefited from this talk and nearly everyone says, “I never thought it could be this easy and for absolutely no money!”


Bryan Clontz, CFP®, CAP®, President, Charitable Solutions, LLC


To maximize the benefit of this session, nonprofit staff members should be accompanied by at least two or three board members but having four or more will make a world of difference.

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