From Annual Gifts to Legacy Gifts: Connecting the Dots (10 Sep 2026)

Thu, 10 Sep 2026 16:30:00 GMT

AFP New Orleans & NOPGC invites you to join us for a special conversation:

From Annual Gifts to Legacy Gifts: Connecting the Dots

Planned giving can feel like a separate, highly specialized area of fundraising. But for most organizations, especially small shops, it’s a natural extension of the work they’re already doing. This panel will explore how strong annual giving, thoughtful stewardship, and long-term relationship-building lay the groundwork for future legacy gifts.

Panelists will share practical ways to integrate planned giving into everyday donor engagement, without launching a formal program or using technical language. The conversation will focus on identifying loyal donors, recognizing the right moments to introduce legacy giving, and using simple, donor-centered messaging that emphasizes impact and values rather than financial or legal details.

Attendees will come away with actionable ideas for breaking down silos between annual and planned giving, strengthening donor relationships today, and creating a clear pathway from consistent support to lasting legacy commitments.

Thursday, September 10th, 2026

11:30 a.m. - 1:00 p.m.

Junior League of New Orleans

4319 Carondelet St.
New Orleans, LA 70115

We look forward to seeing you there!

AFP LEAD Pre-Conference Deep Dive: Donor-Advised Funds Learning Sessions (22 Oct 2026)

Thu, 22 Oct 2026 13:00:00 GMT

AFP LEAD Pre-Conference Deep Dive: Donor-Advised Funds Learning Sessions

Donor-Advised Fund Essentials: Maximizing the Power of DAFs

DAFs are becoming a growing and integral part of philanthropy in the United States, with the number of individuals setting up DAFs and the value of funds continuing to increase. Despite this growth, many professional fundraisers remain unclear about how DAFs work and how they can benefit their organizations. To address this need, this session offers a condensed learning experience based on AFP’s comprehensive 9-module curriculum. Designed for both new and experienced fundraisers, the session introduces the fundamentals of DAFs, provides strategies for tracking and managing DAF gifts, and explores how to confidently and effectively solicit DAF donors. Session Objectives:

Describe the basics of DAFs
Properly record DAF grants into a donor database
Appropriately acknowledge donors who grant with DAFs
Identify and build meaningful relationships with DAF donors
Develop DAF-specific solicitation strategies

Donor-Advised Funds Learning Session is FREE and being held as a pre-conference session at AFP LEAD 2026.

Hyatt Regency New Orleans-601 Loyola Ave., New Orleans, LA 70113

October 22, 2026 from 8:00 a.m. - 12:00 p.m. CT

Please click here for registration: AFP LEAD Pre-Conference Deep Dive: Donor-Advised Funds Learning Sessions Registration – Fill out fo…

NOTE: This session is free but only 50 registrants per group will be admitted to the sessions and a waitlist will be maintained. Registration closes on September 30, 2026.

AFP New Orleans upcoming events

From Annual Gifts to Legacy Gifts: Connecting the Dots (10 Sep 2026)

AFP LEAD Pre-Conference Deep Dive: Donor-Advised Funds Learning Sessions (22 Oct 2026)