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Donor Management Coffee Talk: Legacy / Planned Giving (Part 2)

This second installment of the Legacy / Planned Giving discussion webinar focuses on the Donor Relations and Donor Engagement perspective. Learn from and reflect on the lessons learned from your peer community foundations. 

Questions we cover:

  • What is planned giving to your organization?
  • What planned gifts are accepted by your organization and what aren’t? Why?
  • How do you best educate your donors about benefits of planned gifts?
  • Are professional advisors a part of this conversation?
  • How do you track planned gifts in your system?

In case you missed the first Coffee Talk in this 2-part series, you can watch it here.

Transcript available upon request. email:

About the Author

Margaret is Foundant's Manager of Client Services, Strategic Advancement. Before joining Foundant, she spent much of her career on the road as a Major Gifts Officer. Most recently she was the Director of Development for George Washington University’s (GWU) School of Business where she managed a team of four frontline Major Gift Officers, in addition to contributing to a recently closed $1B Campaign, Making History, through her portfolio of principal and major gift level donors. Before GWU, Margaret worked at Georgetown University on the Major Gifts Team and with Grassroot Soccer Inc. in Cape Town, South Africa working on their grant writing and fundraising efforts. Margaret has a graduate certificate in Nonprofit Management from George Washington University and a B.A. in Religion from Middlebury College. She is actively involved with her alma matter serving as the D.C. Chair for the Alumni Interview Volunteer program for Seven Years before moving back to Montana and continuing her role as an alumni volunteer.

Profile Photo of Margaret Owen Spiak