Conversation & Coffee
Date: April 15, 2015 at 7:30 AM
Location: Playhouse in the Park
Topic: Keeping the Bequest Stream Flowing
For charities large and small, bequests are the largest source of planned giving revenue. But these gifts don't come out of nowhere. Proactively marketing and soliciting bequests from your donor base is absolutely necessary to maximize your organization's bequest revenue.
Drawing from the latest research on the behavior of bequest donors, as well as our extensive experience consulting with charities on their bequest programs, this presentation will offer practical ideas on how to make the bequest decision easy and compelling for a donor. You'll learn how to identify good bequest prospects and how to motivate them to include a charitable bequest for your organization in their estate plans.
Speaker – Jeff Lydenberg, PG Calc
Members of the Greater Cincinnati Planned Giving Council are invited to nominate benefactors who have included their organization in their estate plan or financial advisors who have played a significant role in their organization's planned giving efforts for this special recognition. The nomination submission deadline is Friday, April 3, 2015.
Thank you to our Platinum Sponsor:
The John A. Schroth Family Charitable Trust, PNC Bank, Trustee