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July 26, 2018- Planned Giving 101 @ Abernethy Laurels
Jul 26 @ 10:00 am – 2:00 pm

Thank you to our event sponsor:

NC Community Foundation (1)

This seminar will focus on the “basics” of Planned Giving. Attendees will learn or review

  • the features and benefits of each popular deferred giving plan
  • when to propose such a plan to a prospect
  • how to present such a plan
  • the best practices for documenting a completed plan
  • Handouts will include sample informational “flyers” for gift officers and prospects, sample diagrams and flow charts, and sample documentation forms

Main Speakers: Nancy Beard and Jim Kelley

Panelists: Carolyn DeFrancesco and Geoff Graham