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Practical Guide to Planned Giving
Thursday, October 29, 2020, 9:00 AM - 11:00 AM PST
Category: Events

The Los Angeles Council of Charitable Gift Planners will be hosting a Practical Guide to Planned Giving, designed to help provide a comprehensive overview of the key gift planning vehicles as well as practical tools for identifying and cultivating your best prospects and future donors. This two-part series led by seasoned professionals with backgrounds in fundraising, law, and fiduciary services is designed for those who are new to gift planning and will cover core concepts including bequests, life-income gifts, gifts of non-cash assets, and tax-smart strategies around giving, as well as how to introduce donors to all of these options. Whether a major gift officer or a planned gift officer, you will become better equipped to build trusted donor relationships and solicit planned gifts to support your charity.

Presenters: Kimberley Valentine and Debbie Bills

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