Marketing and Communications

How To Conduct Successful Planned Giving Conversations with Donors and Their Professional Advisors

Steven Schwartz

Friday, October 19, 10:00 – 11:00 a.m.


The age groups making significant charitable donations relating to their estate plans are swelling in numbers, growing in influence, and soon will hold most of disposable income. This program will inform forward-looking nonprofit organizations about effective strategies and conversation techniques for successfully communicating with donors and their professional advisors about the benefits of planned giving.

Learning Objectives

  1. How to open and successfully conclude the planned giving conversation with donors and/or professional advisors.
  2. How to match specific planned giving techniques to donor needs and interests.
  3. How to create value for professional advisors in discussing planned giving with their donor clients.


CFRE: Approved for 1 point

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Steven Schwartz


Steven Schwartz is Principal Advisor for Philanthropic Visions, a fundraising consulting firm specializing in nonprofit organization capacity building and advising donors and their professional advisors in making philanthropic investments. He has also served visiting assistant professorships at the University of Michigan Ross School of Business, the University of Florida Worthington College of Business, guest lecturer/instructor at the Wayne State University and Michigan State University Law Schools for mediator training programs. Steven is a practicing lawyer and law firm managing partner with 39 years’ trial and appellate practice before State, Federal, Governmental and International Courts and Tribunals representing both plaintiffs and defendants in a wide range of commercial cases. He is a former Florida International Univeristy Executive Director of Estate and Planned Giving and Principal Advisor. During his tenure he created and supervised the University’s estate and planned giving fundraising program and staff and he was principally responsible for raising over $60,000,000 in planned, major and annual gifts.