Live Coaching Intensive with Jim Shapiro & Sarah Lundberg
This Intensive is built to get you unstuck.
This Intensive is built to get you unstuck.
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Tuesday, September 15th
Tuesday, September 15th
Planned Giving Coaching Intensive
Planned Giving Coaching Intensive
Small-Group Coaching Session | Tuesday, September 15 at 2pm ET / 11am PT
Investment: $500 | Limited to 12 Organizations
Investment: $500 | Limited to 12 Organizations
Right now, $124 trillion in donor wealth is changing hands as it passes to the next generation. $18 trillion of that is headed to nonprofits!
Right now, $124 trillion in donor wealth is changing hands as it passes to the next generation. $18 trillion of that is headed to nonprofits!
Most fundraisers already know this. But far fewer know what to actually do to tap into this incredible opportunity.
That's not because planned giving is complicated. It's because most organizations get stuck in the same spot: they don't know what to say to donors, they're not sure what needs to be in place before they start, and they don't have a way to find out who's already considering a gift.
This Intensive is built to get you unstuck. Jim Shapiro and Sarah Lundberg will walk you through what you need to know about the Great Wealth Transfer (and about planned giving more generally).
That's not because planned giving is complicated. It's because most organizations get stuck in the same spot: they don't know what to say to donors, they're not sure what needs to be in place before they start, and they don't have a way to find out who's already considering a gift.
This Intensive is built to get you unstuck. Jim Shapiro and Sarah Lundberg will walk you through what you need to know about the Great Wealth Transfer (and about planned giving more generally).
And they’ll help you build a tool that turns interest into action.
And they’ll help you build a tool that turns interest into action.
Two hours of small group coaching with Jim Shapiro & Sarah Lundberg
Two hours of small group coaching with Jim Shapiro & Sarah Lundberg
Live Planned Giving Intensive is a 2-hour small-group coaching session on Zoom with Jim Shapiro & Sarah Lundberg. Limited to 12 organizations so every attendee gets real, specific help – not general advice to apply on their own.
And you can bring a colleague – up to 2 people per organization can attend!
And you can bring a colleague – up to 2 people per organization can attend!
Here's what we’ll cover in the Intensive:
Here's what we’ll cover in the Intensive:
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What Planned Giving Is, and Why It Matters
A deeper look than a typical overview: the gift types, the terms, and why this is one of the quietest ways to grow your organization's future.
A deeper look than a typical overview: the gift types, the terms, and why this is one of the quietest ways to grow your organization's future.
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What You Need in Place to Have a Better Planned Giving Fundraising System
Simple logistics, not a big lift: who receives inquiries, where to send legal or tax questions, and what needs to exist before a donor brings it up.
Simple logistics, not a big lift: who receives inquiries, where to send legal or tax questions, and what needs to exist before a donor brings it up.
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Language and Talking Points You Can Use Today
Simple, ready-to-use language for donor conversations and your website, so you're never caught without something to say.
Simple, ready-to-use language for donor conversations and your website, so you're never caught without something to say.
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Your Donor Survey Mailing
You'll work directly with Jim and Sarah to build a donor survey and cover letter, designed to find out who's already considering a planned gift to your organization, and who your best prospects are.
You'll walk away with a donor survey mailing you can send out this year to kick off (or reinvigorate) your planned giving program.
You'll work directly with Jim and Sarah to build a donor survey and cover letter, designed to find out who's already considering a planned gift to your organization, and who your best prospects are.
You'll walk away with a donor survey mailing you can send out this year to kick off (or reinvigorate) your planned giving program.
HERE'S THE INVESTMENT
HERE'S THE INVESTMENT
Your investment: $500
Your investment: $500
Here's how to think about it: if the donor survey you build in this session surfaces one donor who's already considering a gift, it's paid for itself many times over. Most organizations have donors like that sitting in their file right now, they just don't have a way to find them yet.
And you're not just getting a survey to send this year. You're getting a tool and a process you can run again every year, refine, and improve. You'll never be starting from zero when you’re looking to identify planned gift prospects again.
Many of your donors are already having these conversations with their attorney, their financial advisor, and their family. The only question is whether you're part of that conversation, or finding out about the gift after the fact.
And you're not just getting a survey to send this year. You're getting a tool and a process you can run again every year, refine, and improve. You'll never be starting from zero when you’re looking to identify planned gift prospects again.
Many of your donors are already having these conversations with their attorney, their financial advisor, and their family. The only question is whether you're part of that conversation, or finding out about the gift after the fact.
To provide real, customized attention to every organization in the room, Jim and Sarah are capping this intensive at 12 organizations (each organization can send up to two people to the intensive). Once those spots are gone, they're gone.
Register now before it sells out.
Register now before it sells out.
The Online Intensive happens live on Zoom on Tuesday, September 15, 2026 from 2pm - 4pm ET / 11am - 1pm PT.
Presented by
Presented by
Jim Shapiro
Jim Shapiro
Co-Founder
Jim Shapiro is the fundraising coach you’ve always wanted, the proven Sherpa who can help you get to the top of the mountain. Jim has 30 years’ experience raising money, including serving as the VP of Development for a global $100m nonprofit. He co-founded The Better Fundraising Co. to help small-to-medium nonprofits raise more money.
Sarah Lundberg
Sarah Lundberg
Senior Fundraising Advisor
Sarah is a lifelong Midwesterner living in Grand Rapids, Michigan. She has been part of the nonprofit world for over 18 years, most recently as Director of Marketing and Communications at an international ministry. She recently earned her Fundraising Management Certificate from North Park University in Chicago.
Ready to build a tool that turns interest into action?
Ready to build a tool that turns interest into action?
PO Box 1563 Edmonds, WA 98020 | info@betterfundraising.com
© 2026 The Better Fundraising Co.