Weaving Planned Giving Into Your Donor Conversations
A Virtual Presentation by the National Association of Charitable Gift Planners
We've all been there before. We have cultivated and know (or should know) our annual and major gift donors really well. However, we may come to realize that we've never approached the subject of an estate or planned gift and are not sure how to do so now without feeling awkward. This presentation, featuring Melanie J. Norton, offers helpful conversation tips and cues to transition into conversation about planned gifts. As the massive transfer of wealth continues in earnest over the next several decades, organizations that leave gift planning out of the conversation will be leaving money on the table and their future security on the line. Learn how to make the easy introduction to the largest and most impactful gifts our donors will make and our organizations will experience.
A complimentary kosher lunch will be provided beginning at 11:30 am (select a lunch option when registering). Presentation begins at noon.
This event is generously underwritten by the Sam and Lucy Gould JCF Program Fund.
