Charitable Gift Planning

The Charitable Gift Planning track equips healthcare fundraisers with the knowledge and skills to engage donors in meaningful philanthropic conversations that align personal, financial, and estate planning goals with an organization’s priorities. The curriculum includes core elements of tax and estate planning, planned giving vehicles, strategies for blended gifts, and practical guidance for navigating the gift planning conversation. Designed for gift officers with either minimal or no gift planning experience, the track will provide a strong foundation for building a charitable gift planning program within a healthcare fundraising environment.

View the 2026 blueprint below to see how the track is structured, including the topics covered each day.

This will be offered as a full track in 2026, beginning the morning of Monday, July 13 and ending the evening of Thursday, July 16.

This track is designed for those with fundraising experience but little to no experience in gift planning. The charitable planned giving track will provide you with the knowledge and foundation to build or expand the program at your healthcare organization. 

• The Case for Charitable Gift Planning
• Income, Estate, Capital Gains Taxes and Estate Planning Primer
• Gift Planning Instruments
• Blended Gifts
• Gift Planning Prospects Identification and Segmentation
• Gift Planning Marketing 
• How to Construct a Gift Planning Program
• Leading Practices of a Gift Planning Program
• Building Donor Relationships 
• Building a Donor Fact Pattern
• Donor Stewardship and Recognition
• The Gift Planning Conversation