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From 10:00 a.m. to 12:00 noon on September 9, Stephanie Roth along with Klein and Roth Consulting will lead a training program (offered on Zoom) titled “Getting Major Gifts”. Participants don’t need to be a large, established organization, or have wealthy people on their board in order to create a successful major gift strategy.

This training is a practical, hands-on session that will give participants ideas and tools to increase fundraising dollars and build more meaningful relationships with their members and donors.

Photo of Scott Graham. Courtesy of

During this two-hour online workshop, participants will learn about various legacy gift options, the infrastructure that should be in place before launching a planned giving program, ways of encouraging donors to make estate gifts, maintaining relationships with planned giving donors, and the administration of planned gifts after a supporter passes away.

This $65 workshop is designed to demystify planned giving and to provide easy-to-implement strategies to encourage estate gifts. It is especially suited for organizations with an established base of at least 100 donors who contribute regularly, regardless of the size of their gifts.

The workshop leaders will be planning other workshops for the future, including an Oct. workshop titled “Planned Giving for Small Nonprofits”.

To register, follow this link: Click here