The Legacy Lens: Planned Giving from Both Sides of the Story

Join fellow fundraising professionals for an engaging Lunch & Learn, as Michael Baldree helps demystify planned giving and helps you build a program that creates lasting impact. This session will explore both the nonprofit and donor perspectives—unpacking what legacy giving truly means and why it matters. You’ll gain practical, actionable insights on how to establish or strengthen a planned giving program, from simple steps to get started to strategies for engaging your board, integrating messaging into your website, and thoughtfully stewarding prospective donors. Whether you’re just beginning or looking to refine your approach, you’ll walk away with tools, ideas, and confidence to cultivate meaningful, future-focused gifts.

About Michael Baldree:

Michael Baldree is a licensed CPA and the founder of Crosswind CFO Advisory, a fractional CFO and accounting firm serving nonprofits and mission driven organizations. He brings more than 15 years of progressive financial leadership to every client relationship, including service…