Power of Planned Giving: Endowment Building Supercharged, Follow the Recipe
Start Date: June 26, 2024
End Date: June 26, 2024
Time: 11:00 am - 12:15 pm
Join us for the Power of Planned Giving Nonprofit Series. This free, two-part series ends with Endowment Building Supercharged, Follow the Recipe.
This highly interactive session will not focus on the reason to have an endowment, but instead on the design and implementation of a plan to grow your endowment. We will discuss the best practices of board engagement, prospecting, marketing, cultivating donors, having the conversation, gift documentation and recognition. The session will be very practical and will offer specific how-to suggestions that attendees can follow - almost like an endowment building recipe!
On August 14, we well celebrate the end of the Power of Planned Giving Series with our regional professional advisors and nonprofits for a culminating social. Participants of any of the Power of Planned Giving Series will receive a free registration link.
This highly interactive session will not focus on the reason to have an endowment, but instead on the design and implementation of a plan to grow your endowment. We will discuss the best practices of board engagement, prospecting, marketing, cultivating donors, having the conversation, gift documentation and recognition. The session will be very practical and will offer specific how-to suggestions that attendees can follow - almost like an endowment building recipe!
On August 14, we well celebrate the end of the Power of Planned Giving Series with our regional professional advisors and nonprofits for a culminating social. Participants of any of the Power of Planned Giving Series will receive a free registration link.
Event Location: Zoom Webinar
Register and you could win a $500 grant awarded to your favorite nonprofit! All participants must be present at the webinar to qualify. Two chances to enter per event!
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Register by 6/18 for one entry.
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Refer a friend to join the webinar. At registration, if the friend provides your name in the registration questionnaire, you will receive one additional entry.
Speaker: Bryan Clontz
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®Â
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits.
We extend our appreciation to our event sponsors
PRESENTING SPONSOR
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