Free Resources!
Free Planned Giving Website Guide
This guide has everything you need to create an effective Planned Giving website - including an example and copy you can “cut-and-paste”.
If you want a cut of the Great Wealth Transfer, you need a powerful website that inspires donors. Update your website today!
Podcasts:
What The Fundraising: A Fresh Look at Planned Giving with Tess Conrad, CFRE. Listen here!
The Small Nonprofit Podcast: The Great Wealth Transfer is here - is your nonprofit ready? Listen here!
Just Be Cause Podcast: Embracing Intergenerational Giving. Listen here!
Winter Roots Podcast: Planned Giving with Tess Conrad, CFRE. Listen here!
Speaking has Included:
Upcoming: Canada’s Fundraising Conference June 2026 (Catch me at the Legacy Leader Lab!)
Upcoming: AFP Compass Calgary May 2026
Western Canadian Fundraising Conference: June 2025
AFP Northwest Advancement Conference: June 2024
Publications:
Canadian Donor’s Guide: Talking about Donor Advised Funds
Hilborn Charity e-News: Multiple articles here.
Visionary Voices: The Private Sector is out-fundraising us
Webinars:
The Digital Planned Giving Revolution with Paul Nazareth & Tess Conrad (February 2025). Watch now!
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