Tue, Nov 10
|MAC - Gilkey Room
Find & Connect with Your Next Planned Giving Donors
Turn prospect research into action. Learn how to identify your strongest planned giving leads, understand what sets them apart, prioritize your prospect pool, and tap into free research tools you can use right away.
Time & Location
Nov 10, 2026, 11:30 AM – 1:00 PM
MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA
About the Event
From Prospect to Planned Gift:
Using Research to Find Your Best Planned Giving Leads
How can you identify the people in your community who are most likely to make a planned gift—and know where to focus your time first?
Research is critically important whether you work in planned giving, fundraising, financial advising, accounting, or estate planning because it can transform a passive, hope-based strategy into a predictable pipeline for transformational, long-term community impact.
Join Lindsay Webster, Senior Portfolio Strategist at UC Davis, for a practical session on using prospect research to identify, prioritize, and engage your strongest planned giving prospects. By attending you’ll gain a better understanding of what makes a planned giving prospect different—and how research can help you find the right people and start more productive conversations.
You’ll leave with practical strategies for:
Schedule
20 minutesLunch & Networking
10 minutesIntroductions
Tickets
Guest Ticket
Guests are welcome to attend any of the INWPGC meetings. To be invoiced for a ticket, please contact Theresa Boyer at theresa.boyer@wsu.edu
$35.00
+$0.88 ticket service fee
Sale endedINWPGC Member
Meetings are part of being a member of Inland Northwest Planned Giving Council. Membership is $135 on an annualized year and includes 5 bi-monthly meetings and the summer social. Contact Becky Magnuson at rebecca.magnuson@wsu.edu
$0.00
Sale ended