THE MOST IMPORTANT FUNDRAISING MOMENT IN OUR LIFETIME IS HAPPENING NOW

What is TAG Talk? Legacy & Asset-Based Giving Conversation Series for Nonprofits

TAG Talk is a short, in-person session designed for nonprofit professionals who want practical, real-world strategies to strengthen fundraising, asset-based giving, and legacy programs

This is not theory.
This is not a sales pitch.
This is actionable fundraising education led by experienced gift planning professionals.

Prepare your organization for the Greatest Transfer of Wealth in History. Right now, donors are finalizing estate plans, beneficiary designations, and legacy gifts. The nonprofits that know how to engage donors today will benefit their organizations for decades. Those who don’t will miss the opportunity entirely.

TAG Talk helps you make sure your organization is ready

If your organization cares about:

• Long-term sustainability

• Donor-centered fundraising

• Preparing for the future of philanthropy

TAG Talk is for you

Who Should Attend?

TAG Talk is designed for nonprofit leaders and fundraisers who care about long-term sustainability, including:

• Executive Directors & CEOs

• Development & Advancement Office Directors

• Major Gift & Annual Fund Officers

• Donor Engagement, Donor Stewardship & Events Staff

• Board Members Involved in Endowment, Finance & Fundraising

You don’t need to be a planned giving expert—just ready to learn what works and how to apply it

What You’ll Gain

Each session delivers:

• Practical strategies you can implement immediately

• Insight into donor behavior, assets, and legacy decision-making

• Peer discussions around real fundraising challenges

• Tools to identify donors and those most likely to give through assets or estates

You’ll leave with clarity, confidence, and next steps—not just notes

Why This Matters Now

We are in a once-in-a-lifetime fundraising moment:

• Trillions of dollars are being transferred between generations

• Legacy decisions are being made right now—not later

• Organizations without a strategy will never see these gifts

TAG Talk exists to help nonprofits act before it’s too late

NEXT TAG TALK MEETING

Tuesday, March 10, 2026, 11:45 am - 12:45 pm

OU Tulsa, Schusterman Campus, Learning Building, Perkins Auditorium (click for map)

Lunch is provided (RSVP required)