The Power of Planned Giving: Basics Every Fundraiser Should Know

The Power of Planned Giving: Basics Every Fundraiser Should Know
Lori Funicello
Director of Planned Giving, Kean University Foundation
Salon E

Planned giving is one of the most effective ways to build long-term sustainability and deepen donor relationships—without being complicated. This session introduces the fundamentals, including common types of gifts, donor motivations, and strategies to identify prospects. Participants will understand how planned gifts fit into overall fundraising, why they matter to campaigns, and steps to start or strengthen a program. Designed for newcomers or those refreshing their knowledge, this session provides actionable tools to engage donors and inspire lasting legacy gifts.

Learning Objectives:

1. Learn how to launch or revitalize your legacy society to increase overall philanthropic revenue (both deferred and outright) to your organization.
2. Explore ways to maximize campaign support by documenting planned gifts.
3. Recognize what motivates donors to include a planned gift in their estate plans for your charity.

CE Credit: 1 pt (pending approval)

Lori Funicello, CFRE, is Director of Planned Giving at the Kean University Foundation, leading efforts to secure and steward legacy and principal gifts that strengthen the university’s mission. A development professional with more than two decades of experience, she has held senior fundraising roles in higher education and healthcare. Lori earned degrees from SUNY New Paltz and Teachers College, Columbia University, and serves on the board of the New Jersey Council of Charitable Gift Planners.