The Key to Creating Financial Stability
GSB’s Planned Giving Program for Nonprofits
Cohorts launch April 15 and September 15, 2026
Program Includes
Joint education in a Zoom cohort setting every other month on these topics:
» Gift Policies and Endowment Policies
» Identifying Prospects for Legacy Gifts
» Planned Giving Storytelling and Marketing
» Asking for Planned Gifts—conversation and material essentials
» Elements of a Legacy Society Stewardship Program
» Understanding Different Methods to Make a Gift—CGA, IRA, will, others
1:1 meetings between cohort sessions to help you implement and personalize strategies along the way for your unique context.
Cohorts launch April 15 and September 15, 2026
Endowment programs often take a back seat in non-profit fundraising programs, and the economic squeeze of the last decade has added urgency of annual funding for current programs—further pushing deferred and estate gifts efforts out of view.
Regardless of the size of your organization, if intentional cultivation of planned gifts isn’t part of your on-going fundraising strategy, your organization is bound to cycle through struggles.
Join GSB Partner, Jennie Wolf Smith, for a 12-month focus on planned giving to refresh your fundraising strategies or launch a planned giving program for the first time.
Cohorts launch April 15 and September 15, 2026
Who should participate?
Each participating organization should have a team of 2-3 participants with fundraising or fiduciary responsibilities to implement this program, including:
CEO/ED, Director of Development (if applicable), and/or a Board Representative.
Cohorts launch April 15 and September 15, 2026
What does it cost?
Cost for the program is $400 per month for 12 months.
Cohorts launch April 15 and September 15, 2026
➼ Equipped with more than 30 years of fundraising experience, a Certified Fundraising Executive (CFRE) credential, and governing board service across a diverse landscape of nonprofit organizations, Jennie brings a wealth of knowledge to each client.
A PARTNER WITH GSB FUNDRAISING
Jennie works with Nonprofit organizations across a broad range of sizes and service industries. She holds a Master’s degree in Organizational Leadership, which complements her
professional experience. Jennie volunteers as a NICU cuddler, serves on the board of Lutheran Outdoor Ministries (LOM), and is learning to play the cello.
Meet Jennie Wolf Smith, the GSB Consultant
Cohorts launch April 15 and September 15, 2026