Presented by Sara Neely and Natasha Benn, Victoria Foundation
In this session, you will learn how to develop, manage, and build your legacy program. Sara and Natasha will discuss various types of planned gifts, how to receive and administer bequests, donor stewardship and recognition, tracking and reporting activities and expectancies, and marketing a planned giving program. They will also touch on policy areas taht are important to address in today's fundraising environment and practical applications of gift acceptance policies. There will also be time to share best practices.
