Name
Planned Giving 101: What is Planned Giving…and How Can I be Successful When I Don’t Have the Time, Budget or Expertise?
Date & Time
Friday, July 23, 2021, 2:00 PM - 3:00 PM
Zane Gizzi
Description

This session will introduce the concept of planned giving in an easy-to-understand format intended to demystify what is (incorrectly!) thought of as a complex and “scary” topic. In addition to empowering staff members to immediately engage in this important component of advancement work, it will also define the long-term significance of planned giving in the life of our schools. As small advancement shops that lack adequate staff, work on a shoe-string budget and are stretched in myriad directions, we will discuss how to seamlessly integrate an effective, productive and successful planned giving program into your advancement efforts. (You can do it…I promise!)