Emboldini is pleased to offer Planned Giving Made Simple Roundtables featuring emerging trends, solutions to challenges, and key opportunities to help guide you as you build and grow your planned giving program. During these invitation-only sessions with the Emboldini team and your peers across the country, you’ll discover tips, best practices, and immediate action steps to get inspired or even just “unstuck “.

Upcoming Roundtable

Curated Content for Stronger Planned Giving

Selecting exactly the right topics, tone, and cadence is crucial when you’re putting together messages and materials to promote planned giving opportunities in your donor materials. Discover the importance of effective content curation, accurate coverage of technical topics, and ways to lighten your load, Please join the planned giving experts at Emboldini for a complimentary roundtable.

Thursday, April 9, 2026

11 AM - 11:45 AM Central Time

RESERVE YOUR SPOT

Roundtable Archives

Winter 2026

Planned Giving Myths, Debunked

“I want to dive into planned giving, but …”

If planned giving is always on your to do list but you never seem to get around to it, you are not alone! Many fundraising professionals know that at least a baseline planned giving program is essential to the organization’s future stability but hesitate to get started because it appears on the surface to be a heavy lift.

The lift is not as heavy as you might think!

Please join us for a complimentary, invitation-only roundtable to discuss and dispel three common myths about planned giving programs, including:

Myth #1

Before launching a planned giving program, a nonprofit needs to adopt thorough policies and procedures to manage all of the possible legal and financial aspects of complex and legacy gifts.

Myth #2

Before saying or sending anything to donors about planned gifts, a nonprofit needs to get board approval.

Myth #3

Before launching a planned giving program, a nonprofit must establish detailed financial and administrative systems to track, manage, and steward planned gifts over the long term.