Legacy in Motion: Smarter Strategies and Tools for Planned Giving Growth

Ray Borkman

Hello all!

Here are the details for one of our upcoming webinars:

I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar Q/A.

Legacy in Motion: Smarter Strategies and Tools for Planned Giving Growth

July 22, 11:00 AM — 12:00 PM EDT (REGISTER HERE)

Join Blackbaud and Giving Docs for a dynamic 45-minute webinar designed to help nonprofits develop and grow successful planned giving programs. In this session, we’ll explore the strategic foundations of planned giving, share best practices for getting started or expanding your impact, and demonstrate how integrated tools can accelerate results.

You’ll hear how organizations can use Prospect Insights Pro to identify high-potential planned giving donors with clarity and precision, turning data into actionable opportunities. Then, we’ll show how Giving Docs empowers those donors with a modern, accessible, and easy-to-use platform to create their legacy—making the journey from intention to impact remarkably simple.

Featuring insights from Carrie Goldberger of Blackbaud and Brantley Boyett of Giving Docs, this webinar offers a complete roadmap to planned giving success—from pinpointing the right donors to enabling them to take meaningful action. Whether you're building your program from the ground up or looking to enhance what you already have, this session will provide valuable guidance and tools to help you thrive.

Our speaker will be @Carrie Goldberger Product Manager, Blackbaud and Brantley Boyett, President of Blackbaud Partner Giving Docs.

Carrie Goldberger

@Ray Borkman thank you! I'm looking forward to this!

Hi all - like Ray mentioned, please let us know if you have any questions you'd like to see addressed in the webinar, and/or share your best practices and lessons learned from working with planned gifts here. We'd love to hear more about your experiences.

Brantley Boyett

@Ray Borkman
Very much looking forward to joining on the 22nd with my friend @Carrie Goldberger! Whether your planned giving program is robust or just getting off the ground, I hope to share ways to amplify it's success--and if there are any topics you are particularly interested in-please let us know here in the chat!