Conversation & Coffee - Waffles with Edie
Date: August 17, 2016 at 7:30 AM
CHANGE OF LOCATION: Fifth Third Bank - 503 Walnut Street
Topic: Lessons Learned from Planned Giving Audits
PG Calc regularly conducts audits of planned giving programs to help these programs understand better what they are doing well, what they are doing not-so-well, and what they could do to improve their results. The programs we audit range from modest one-person operations to large organizations with multiple full-time gift planners on staff. This presentation will discuss the issues we commonly encounter in our program audits and the steps we suggest to address them. Specific cases will be examined. The names will be changed to protect the guilty.
Speaker: Edie Matulka, PG Calc, PC Calc and Board Member, American Council on Gift Annuities
Catering from The Taste of Belgium!
WHERE: CHANGE OF LOCATION!
Fifth Third Bank
503 Walnut Street*
Cincinnati, OH 45202
*Between the 580 building and the Federal Courthouse.