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Programs & Events

Monthly Programs

March 11, 2021: Thoughtful and Effective Writing for Planned Giving

Patrick Schmitt

Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $2B in new planned gifts, stock gifts, and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.
From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at, helping to grow that organization to 200 million members in just four years.
Patrick received his BS from Georgetown University and MBA from Stanford University.

Boot Camp

Mark your calendars and join us for Boot Camp!

These sessions are perfect if you are new to planned giving or if you wear multiple fundraising hats. Plan to invite your colleagues who may benefit from a greater understanding of planned giving.

Council Sponsors are invited to register up to three participants at no cost as a benefit for their support.

Want more information? Click here!

Donor Engagement During the COVID-19 Pandemic

For information for maintaining donor engagement during these turbulent times, click here!

Strategic Planning For Mission Success

For information on Strategic Planning for Adverse Scenarios, click here!




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