March 15, 2018- Questions to Start Gift Planning Conversations

When:
March 15, 2018 @ 9:30 am – 2:30 pm
2018-03-15T09:30:00-04:00
2018-03-15T14:30:00-04:00
Where:
Duke University Law School
210 Science Drive
Durham
NC
Cost:
$45.00 Members, $55 AFP Members, $65 Non-members
Contact:
Sue Millager, Administrator

 

Questions to Start Gift Planning Conversations

The morning program will focus on the softer side of gift planning. Our guest speaker, Greg Sharkey, will be discussing how to qualify and motivate prospective donors. Greg will share a number of questions for donors that often lead to conversations that result in charitable gifts. He will illustrate how these questions eventually led to gifts through a series of brief stories, and will invite attendees to share their stories as well. A panel discussion will be held in the afternoon offering interaction question and answer time.

Greg PhotoGuest Speaker: Greg Sharkey, J.D. Senior Philanthropy Advisor The Nature Conservancy

Greg Sharkey is Senior Philanthropy Advisor at The Nature Conservancy. At the Conservancy, he assists donors with a wide range of issues related to their philanthropy, including helping them understand charitable giving platforms like Donor Advised Funds and Private Foundations. He also helps donors consider and implement charitable gift plans to achieve their philanthropic, financial and estate planning goals. Additionally, he assists philanthropy teams in state offices across the country with donor strategy for their top donors and prospects. Prior to The Nature Conservancy,  Greg sharpened his expertise at Denison University as Director of Planning Giving and Senior Development Officer for over 12 years and as an attorney at Sweeney, Sheehan & Spencer. He has also served on the board of the National Association of Charitable Gift Planners.

All meeting cancellations must be received 72 hours prior to the event. Substitutions are permitted. Refund requests received prior to 72 hours will be processed.

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