Unlocking the Power of Planned Giving: Inspiring Donors for Greater Impact

Empower donor engagement! Learn the why and how of charitable giving with estate and financial experts in Missoula, May 27.

Every donor has both a “why” and a “how” behind their generosity. In this interactive session, attorney Martha Goodloe will demystify the how, explaining practical and effective ways donors can incorporate charitable giving into their estate and financial plans. Meanwhile, financial advisors Gary Baker and Kim Rubenstein will explore the why—helping nonprofit professionals understand donor motivations, financial considerations, and strategies that inspire giving today and for generations to come.

Together, Martha, Gary, and Kim bring a holistic approach to charitable giving—helping nonprofits engage with donors at a deeper, more personal level. By connecting the emotional motivation for giving with the practical tools to make it happen, attendees will leave equipped to:

• Encourage donors to give more confidently and generously.
• Strengthen relationships that lead to larger or more frequent gifts.
• Recognize when donors might benefit from working with financial or estate planning professionals.
• Understand how experts like Martha, Gary, and Kim can serve as trusted allies in supporting donors’ philanthropic goals.

Join us for lively conversation, real-world examples, and plenty of practical takeaways to empower your fundraising and donor engagement efforts.