Developing a Planned Giving Strategy

With Peter J Pitman and Russ Shaw from Wells Fargo.

Financial sustainability is a challenge for almost all nonprofit organizations.  Planned giving – major gifts made in lifetime or at death as part of a donor’s overall financial and/or estate planning – is a funding resource often overlooked by smaller organizations. The typical rationale is that ‘planned giving is too complicated’ or ‘we are too small for a planned giving program’ or ‘we don’t have any planned giving prospects’. This session will rebut all of those commonly held myths and show you that your organization is a candidate for planned gifts.

Free and Open to Tenants/Members.
Bring your lunch!

Please register below.