Thursday, September 23, 2021 from 12:00 PM to 1:15 PM PDT
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Planned Giving Forum of Greater Sacramento

Incorporating Planned Giving in Your
Year-End Giving Program

November and December are the most important months of the year for nonprofit fundraising. More than a third of all charitable giving happens during these months, and this can be especially true for non-cash gifts. Donors often make their most thoughtful, structured contributions at the end of the year. 

If planned giving professionals can tap into cash donors and move them into giving non-cash assets, they’ll have a powerful opportunity to raise significant funds for their organization. 

In this webinar, we will cover:

  • Different types of non-cash gifts (stock, DAFs, QCDs, and more)
  • Why these gifts matter
  • How to incorporate non-cash gifts in your year-end campaigns

About Patrick Schmitt 

Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $2.8 Billion in new planned gifts, stock gifts, and qualified charitable distributions. Patrick and his cofounder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.

From 2009 to 2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.

Patrick received his BS from Georgetown University and MBA from Stanford University.


PGFGS Member: No cost
Nonmember:  $25

This course has been approved for 1.25 credits toward the CFRE.