Find & Connect with Your Next Planned Giving Donors
November 10, 2026
11:30 AM - 1:00 PM
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MAC - Gilkey Room
2316 W 1st Ave
Spokane, WA 99201
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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:
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Identifying your top leads: Learn how to use prospect research to uncover individuals who may have the capacity, inclination, and characteristics that make them strong planned giving prospects.
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Understanding the planned giving donor: Explore what can make a planned giving donor different from someone who makes a cash gift—and what those differences mean for your outreach.
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Prioritizing your prospects: Once you’ve identified a pool of potential planned gift donors, learn how to segment and prioritize that pool so you can focus your time and energy where it matters most.
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Finding free research tools and resources: Discover accessible, no-cost resources you can use to enhance your prospect research and inform your work.
About the Speaker:
Lindsay Webster
Senior Portfolio Strategist at University of California, Davis
Lindsay Webster is a Senior Portfolio Strategist at the University of California, Davis, where she works with development teams to build and analyze portfolios for the College of Agricultural and Environmental Sciences, Student Affairs, and the Women and Philanthropy Program.
Lindsay has worked in prospect research since 2017, including her work with UC Davis. Previously, she served in the donor relations department at the Oklahoma State University Foundation.
She holds a bachelor’s degree in political science from Oklahoma State University and works remotely from Spokane, where she lives with her development officer husband, their two children, and one very spoiled black lab.
Who Should Attend?
This session is designed for professionals who want to better understand how prospect research can support planned giving conversations, including:
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Planned giving professionals
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Fundraisers and development professionals
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Financial advisors
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CPAs
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Estate planning attorneys
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Wealth and philanthropic advisors
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Professionals who work with donors and their families
Come ready to learn practical ways to turn research into a more focused planned giving pipeline.
Special gratitude to Avista Foundation for their support of Inland Northwest Planned Giving Council
Register NowTickets
$35.00 Guest Ticket
$0.00 INWPGC Member
