Planned Giving - Your Questions Answered

Please join us Tuesday, September 26, 2023 for a FREE in-person round table discussion based on questions you have been wondering about. It will be an opportunity to share your experiences and build a network of like-minded individuals. Please share any questions you may have during your registration, or save them for the event.

Some topics you may have questions about:

Estate administration
Legacy marketing material
Ethics
Events
Taxes
Advisor-Donor Relationships
Non traditional gifts, i.e. donor advised funds
Navigating planned giving conversations through a continued pandemic

Some examples of questions you may have:

What sorts of tools are others using to expand their planned giving program? Suggestions on what worked well ?
What if my charity is not listed in the will, but the executors feel that our charity should receive the gift?
How do I transition from asking from an annual or major gift donor to a planned giving conversation?
Has anyone used Legacy marketing at non legacy events?
How do I build a portfolio of advisors to send donors to for advice? Should we be referring donors to a group of advisors for advice?

Cost: Free!

Lunch: Bring a bagged lunch