A Planned Giving Program can transform your fundraising and impact. But what exactly are Planned Gifts? And, what does it take to set your organization up for a successful Planned Giving Program? Finally, how can fundraisers, full time to volunteer, novice to expert, prepare for conversations with donors about Planned Gifts? Join Brandy Bertram, Founder and Principal of Great Big Good, LLC as she answers these questions, and more, while making Planned Giving approachable and attainable for every sized organization. You’ll leave the session with the practical knowledge, tools, and hands-on practice you need to take your fundraising to the next level through Planned Giving. Beverages and sweet treats will be provided!

We hope you join us for this afternoon of active learning with Brandy and special guest Lindsay Newman of Giving Docs! This event is free but there are only 40 seats available. Registration opens on September 4.

About the presenter:

For over two decades, Brandy has been dedicated to helping leaders and organizations move forward what matters most by attracting, engaging, and growing resources that fuel impact.

Brandy’s work has taken her all over the globe where she has led fundraising, stakeholder engagement, and strategic growth initiatives in sectors ranging from livelihoods and workforce development, educational equity, homelessness, land conservation, and rural transportation infrastructure. She’s had the opportunity to serve in multiple executive roles, both permanent and interim, including as CEO / Executive Director, Chief Operations Officer, Vice President of Development, Vice President of Talent, and Deputy Director.

In addition to her professional efforts, Brandy enjoys supporting her community through volunteer service. She currently serves as Chair of the Board of Directors for Colorado Planned Giving Roundtable, the nation’s premier membership and education organization for planned giving professionals, where she also serves on the Programming Committee. She also serves as a member of the Development Advisory Board for Engineers in Action.

Brandy has been named to the Denver Business Journal’s 40 Under 40 (2007), was named a Top 25 Young Professionals by CoBiz Magazine (2013, profiled again in 2024), was honored with the Peter Bowes Award from the Downtown Denver Partnership (2016) and was recognized as the Colorado Planned Giving Roundtable Volunteer of the Year (2023). She is a proud graduate of the University of Wyoming and loves spending time with her husband and rescue wonder-dog, Wallace.