McCleary: From Gratitude to Legacy: Long-Term Donor Stewardship and Planned Giving Made Simple
Learn how to begin or strengthen a planned giving program
McCleary Museum
426 South 3rd StreetMcCleary, WA 98557
United States
* Registration open until 11/4/26 at 10:00 AM (PST)
Planned giving is one of the most powerful and yet misunderstood tools available to nonprofit organizations. For many small and volunteer-led nonprofits, planned giving can feel out of reach or “too sophisticated,” yet legacy gifts are often the most significant contributions an organization will ever receive.
This half-day workshop is designed for nonprofit leaders and board members who want to understand planned giving in practical, mission-centered terms and learn how to begin or strengthen a planned giving program without adding staff or complex systems. Participants will explore why planned giving matters now, how the Great Wealth Transfer is reshaping philanthropy, and which planned giving strategies are most accessible for small organizations.
The workshop will focus on the premise that successful planned giving is built on strong, long-term relationships with donors. Participants will learn practical tips for long-term stewardship strategies and how thoughtful stewardship, clear communication, and board engagement can lead to deeper relationships and potential legacy gifts. Throughout the session, real donor stories and practical examples will be shared, helping participants see how planned giving works in organizations like theirs. The workshop will conclude with concrete, achievable next steps to advance planned giving efforts and long-term stewardship strategies.
By the end of this workshop, participants will:
- Understand why long-term donor stewardship is essential to organizational sustainability
- Recognize stewardship as a shared responsibility of staff and board members
- Identify simple, low-cost stewardship practices suitable for small or all-volunteer organizations
- Understand why planned giving is critical to the long-term sustainability of their mission
- Define the Great Wealth Transfer and explain why this moment presents a unique opportunity for nonprofits of all sizes
- Identify the most common and accessible planned giving options, with a focus on bequests and other entry-level strategies appropriate for small organizations
- Recognize and articulate tax-smart giving strategies that are meaningful to donors, while understanding the appropriate role of professional advisors
- Explore practical strategies for building and maintaining strong relationships with donors and professional advisors that support successful planned giving
- Learn from real donor stories to better understand donor motivations and how legacy gifts are inspired
- Leave with 10 clear, actionable steps they can take to begin or strengthen a planned giving program and their stewardship strategy
A light lunch will be provided
Thanks to Our Partner
Presented by Nonprofit Association of Washington in partnership with Grays Harbor Community Foundation.
From Gratitude to Legacy: Long-Term Donor Stewardship and Planned Giving Made Simple
10:00am – 2:00pm PT
McCleary Museum
McCleary, WA 98557
Cost
This workshop if free to attend, thanks to a partnership with Grays Harbor Community Foundation.
Who Should Attend
This half-day workshop is designed for nonprofit leaders and board members who want to understand planned giving in practical, mission-centered terms and learn how to begin or strengthen a planned giving program without adding staff or complex systems.
Accessibility
Interpretation: Please indicate during registration if you have an interpretation request. Typically, we need at least two weeks in order to schedule an interpreter.
If you have additional accessibility requests, please let us know when you register at learning@nonprofitwa.org
Important Information about Safety and Health
To ensure the health and safety of attendees at our in-person events, NAWA will follow guidance from the Centers for Disease Control and Prevention and local health authorities regarding infectious diseases such as COVID-19. These regulations may change rapidly, so please check current government guidelines for the event location before attending. Please do not attend an in-person event if you feel sick or are showing symptoms known to be associated with COVID-19 or another infectious disease. NAWA will provide masks at all in-person events and anyone attending should feel comfortable requesting or wearing one.
Registration Options
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Registration Options
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Price |
|---|---|
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Grays Harbor County Nonprofits Only
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FREE |
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NAWA Members Only Registration
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$10.00 |
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Not-Yet- NAWA Members Registration
Sign Up to Become a Member Today! |
$20.00 |
Robin Callahan, CFRE, CAP®, CEFL
For more than 25 years, Robin has served in a variety of nonprofit leadership roles, providing her with unique insights and a wide array of tools and resources to help nonprofits and their leaders thrive. She is the co-author of the recently released book, Roadmap for Education Foundations, a practical guide to building and growing K-12 philanthropic support. She led the Issaquah Schools Foundation (WA) for 16 years and the National Association of Education Foundations. She also served as VP of Philanthropic Services for the Greater Tacoma Community Foundation, where she led the Transfer of Wealth Study for Pierce County. She founded the Callahan Collaborative in 2022 to equip nonprofits and their leaders with the clarity, capacity, and confidence to build resilient organizations and create lasting change in their communities. She facilitates consensus-based conversations to develop strategic plans and leads engaging board and staff retreats, visioning sessions, and board training sessions. She lives on Fox Island in Washington state surrounded by the beautiful Puget Sound.
Questions?
(855) 299-2922 x108