Planned Giving 101

Laurel Westmoreland

  • June 6, 2018
    8:30 am - 12:30 pm EST

June 6, 2018 | 8:30a -12:30p  
Only $69.00 (when logged in) thanks to the support of our partners and funders

Planned giving – a method of supporting nonprofits through wills, trusts and other estate gifts – is a critical component of an organization’s fund development program. Unfortunately, many organizations avoid planned giving because they don’t know where to start. Join us for this, our first class in the Planned Giving series, to learn how to get started.

Planned giving can get complicated but it doesn’t have to. In this program we will start with the basics of planned giving: who, what, why, when and how:

-who are your best planned giving prospects

-what is a planned gift

-why is planned giving important to your nonprofit

-when is the right time for a planned giving program

-how to get started


Who will benefit most from this class:

Any nonprofit volunteer or staff member who is part of the fundraising team will benefit from this program.


Sara Leonard is a solutions-oriented advancement professional with over 25 years’ experience in development and administration in the nonprofit field. She received her Bachelor’s Degree in Business Administration from the University of Tampa and an MBA from the University of South Florida. She is a Certified Fundraising Executive and has been named as a Master Trainer by the Association of Fundraising Professionals.

She has worked in the nonprofit sector raising funds for healthcare, educational and cultural organizations. She managed development operations including identification, cultivation, solicitation, and stewardship of donors, managing annual giving, major gift cultivation and solicitation, training and management of staff, board and volunteers, foundation and corporate support, sponsorships, annual funds, special events and in-kind support. She is widely considered an expert in crisis fundraising and has guided organizations through capital campaigns – both large and small.

The founding director of the Nonprofit Leadership Center’s Fund Development Academy, Sara launched the Sara Leonard Group in April 2015 to provide consulting, coaching and training to fundraisers, CEO’s and nonprofit board members. She continues to serve as an instructor for the Fund Development Academy.

Sara serves on the board of directors of the Suncoast Chapter of the Association of Fundraising Professionals and New Tampa Young Life. She is a former board member of the AFP Florida Caucus. She lives in Tampa with her husband and two children.


CFRE Continuing Education Points
Full participation in this program is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779.

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts).

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, and cancellation and refunds.

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Venue Phone: 813-287-8779 or

Venue Website:

1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States


Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.