Coffee Chat
Monthly Planned Giving Conversations
Coffee Chat is a monthly, informal webinar series from Planned Giving Marketing designed to help development professionals build confidence with core planned giving tools, donor conversations, and real-world implementation.
Each session is hosted on the last Thursday of the month at 2:00 p.m. ET and includes practical examples and time for Q&A.
July Session: Bequest Intentions – Strengthen how you track, manage, and communicate
Thursday, July 30 @ 2pm ET
Join this practical webinar designed for gift officers to strengthen how you track, manage, and communicate bequest intentions. A bequest intention is a donor’s indication that they have included your organization in their estate plans, typically through a will or trust, and it is an important part of understanding your future planned giving pipeline
With more than 90% of planned gifts still coming through simple beneficiary designations and bequests in wills, your ability to capture and maintain accurate information is critical to long-term fundraising success.
Learn how to build and maintain a simple spreadsheet that helps you demonstrate pipeline value, support forecasting conversations, and clearly show the impact of your planned giving efforts to leadership.
You’ll learn:
How to keep clean and reliable donor records
Simplify documentation without losing essential details
how to confidently track expectancies over time
Upcoming Coffee Chat Topics
Donor Psychology
A practitioner-friendly look at Russell James’s research on how donors think about legacy, mortality, and “autobiographical heroism,” and what that means for your messages and stories.
Aging Donors
A short version of our “Speaking in Ages” framework to help you tailor outreach and gift conversations to different life stages.
Qualified Charitable Distributions (QCDs)
Learn how to handle QCDs correctly, support donors, advisors, and IRA administrators, and put simple processes in place so QCDs become repeatable, year-after-year gifts.
Appreciated Stock
Technical basics of stock gifts, timelines, and the internal steps you need to accept, process, and acknowledge these gifts well.
Donor-Advised Funds (DAFs)
Understanding how DAFs work, what the advised gift process looks like for donors, and how nonprofits can build stronger relationships with DAF sponsors and fundholders.
Bequest Intentions
Best practices for documenting, recording, and stewarding bequest commitments and keeping legacy donors engaged over time.
We want to hear from you.
Let us know which topics you are most interested in or if we have missed any you’d like to learn more about.