When: October 20th, 2021
Time: 12:00 pm – 1:00 pm
The link to this online event will be emailed to registrants before the event
Some topics you might have questions about:
The Conversation
Estate administration
Legacy marketing material
Making legacy a priority
How to talk to leadership about legacy
Ethics
Taxes
Advisor Donor Relationships
Non-traditional gifts (i.e.) donor advised funds, real property
Some examples of questions you might 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?
