Planned giving is one of the clearest opportunities for nonprofits to strengthen long-term donor relationships and financial resilience, yet it is especially vulnerable to organizational silos. Because it sits at the intersection of annual fundraising, major gifts, marketing, finance, and legal or compliance, planned giving is often managed separately from the rest of the donor experience. The result can be fragmented outreach, disconnected data, misaligned incentives, and missed opportunities to understand what donors are trying to accomplish philanthropically. Building a stronger culture around planned giving means bridging those silos so teams can work more collaboratively, donors can experience a more coordinated journey, and organizations can better position planned giving as a strategic part of lifelong philanthropy. 

In this session, we will explore:  

• Trends shaping planned giving and why organizational coordination matters more than ever 

• Practical ways to build internal alignment across fundraising, finance, marketing, and stewardship 

• How to integrate planned giving into the broader donor journey and normalize blended gift conversations 

This virtual event is offered as a collaboration between Aperio Philanthropy and Giving Docs.