Most planned giving workshops are led by nonprofit professionals. This one isn’t!

Join us for a unique panel discussion held in conjunction with the Colorado Planned Giving Roundtable’s statewide educational series. Instead of hearing from fundraisers, you’ll hear from the professionals who help donors make some of life’s most important financial and philanthropic decisions: an estate planning attorney, a CPA, and a wealth advisor.

Together, our panelists will share how charitable giving fits into estate, tax, and financial planning, what motivates legacy gifts, and what they wish nonprofits understood about working with donors and their advisors. Whether your organization is building a planned giving program or simply wants to better understand how these conversations happen, you’ll gain practical insights from the people who are part of the process every day.

Following the panel and audience Q&A, join us for a happy hour networking reception to continue the conversation with fellow nonprofit leaders and the panelists.

Here’s a rough schedule of how we think the afternoon will flow: