Description

Planned giving isn’t just for large institutions—it’s a powerful tool for nonprofits of all sizes. This session will guide participants through the fundamentals of planned giving and provide practical strategies for incorporating it into your organization’s strategic plan. Learn how to identify potential donors, craft compelling messaging, and build a sustainable legacy program that supports your mission for generations to come.

ABOUT THE PRESENTER

An executive leader and career fundraising professional, Vicki Pugh has led teams that have raised more than $350 million for organizations in Florida and New York City, including the New York City Opera, Carnegie Hall, Ballet Florida, YMCA, Palm Beach Atlantic University, and the Community Foundation for Palm Beach and Martin Counties. She has extensive experience in all areas of advancement, including strategic planning, annual and capital campaigns, major gifts, planned giving, board development, corporate and foundation support, and special events.  Vicki is currently CEO of Advancement Experts, a consulting firm dedicated to helping organizations build a culture of philanthropy through Advancement Planning, Vision-Based Strategic Planning, Campaign Planning, Board Development, and Organizational and Culture Development. She is a faculty member of The Fund Raising School of the Indiana University Lilly Family School of Philanthropy, teaching courses in leadership, major gifts, capital campaigns, and fundraising principles and holds the CFRE and CAP credentials.