Date and Time
This session will review concepts in and the approach for capturing planned gifts and developing an endowment. The skills reviewed in this session will be useful regardless of your nonprofit organization’s size or experience level. In addition, you will learn best practices from the Community Foundation and other organizations in the class to increase your chances of successfully developing planned gifts. Finally, you will leave the session with some useful takeaway documents to help you get started on implementing or refining your organization’s approach.
You will learn:
What resources are available and how the Community Foundation can help
Why planned giving and endowments are important to your organization, especially now
How to tailor the approach to your organization
How to work within your organization to develop a plan
Skills for meeting with donors, including a role-playing exercise to practice asking for planned gifts
Tom Griffith, vice president of development, Central New York Community Foundation
Christine Woodcock Dettor, Esq., Bousquet Holstein PLLC
This is a virtual, online event.
Your Zoom log-in info will be included in your confirmation email.