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Thursday July 23, 2026 3:45pm - 4:45pm EDT
Planned giving is no longer just about bequests at the end of life. Today’s donors are more financially sophisticated, values-driven, and likely to use tools such as donor-advised funds, appreciated assets, non-cash assets, and blended gifts to align philanthropy with life planning.
This session explores how fundraisers can modernize their planned giving approach to meet donors where they are by integrating DAFs, major gifts, non-cash assets, and legacy planning into a cohesive, donor-centered strategy that reflects today’s economic realities.
Participants will leave with practical frameworks, messaging strategies, and actionable next steps they can apply immediately.

Speakers
avatar for Pedro Riveria

Pedro Riveria

Principal & Founder, PJR Consulting LLC
Pedro J. Rivera, Esq., is the CEO and Principal of PJR Consulting LLC, a boutique firm specializing in fundraising strategies, board governance, and planned legacy programs. With a distinguished 30-year career spanning legal, development, fundraising, and wealth management, Pedro... Read More →
Thursday July 23, 2026 3:45pm - 4:45pm EDT
TBA

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