GCPGC Happy Hour
Wednesday, August 24, 2016
Light appetizers will be provided!
Virtual Seminar - The Best - and Most Ignored - Source for New Planned Gifts
Date: September 07, 2016 at 12:00 PM
Location: Cintas Center
Cost: $10 for non-members
The Best - and Most Ignored - Source for New Planned Gifts
The best - and most ignored - source for new planned gifts exists in your own office files. How much do you know about your legacy society members' estate plans for your organization? What conversations have you had with donors who give from donor advised funds? Might donors with endowed funds be your next planned giving donors, and how should they be approached? How can you maximize gifts from life insurance policies in your files? There are opportunities to fund current initiatives by restructuring existing life income gifts. This webinar will discuss how to identify those gift opportunities that exist within your office files - and the steps you should be taking to parlay these opportunities into new gift commitments.
Presenter: Mike Valoris, Senior Consultant, PG Calc
Conversation & Coffee
Date: September 21, 2016 at 7:30 AM
Location: Playhouse in the Park
Topic: Pet Trusts
Speaker: Dan Hoffheimer, Taft Law