Join presenter Jody Pellerin for this 90-minute webinar. Finding the right donors for planned giving isn’t as hard as it sounds. Learn about effective marketing, stewardship, and best practices. Explore ways to analyze and evaluate your success as well as specifics on CLT, QRP, CGA, CRT, revocable living trusts or endowments. Don’t know what all of that stands for? Tune in to find out!
This session will build on the first Boot Camp session, discussing benefits of the major planned giving vehicles and engaging allied professionals to provide advice and guidance beyond our expertise. The session will include best practices for marketing, budgeting and evaluating your planned giving program.
*Planned Giving Boot Camp: Part II
Event Category
Event Category
Admission
Free for AFP members; $25 for non-members
Date
Tuesday, January 12, 2021 - 11:30am
Location
PO Box 1414
Cedar Rapids, IA 52406
Counties:
Name
Association of Fundraising Professionals Eastern Iowa Chapter
Telephone
Sponsoring Organization
Association of Fundraising Professionals Eastern Iowa Chapter