October 8, 2019 – Planned Giving 101 Jeopardy and Questions to Start Gift Planning Conversations

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October Joint Meeting Education Program Announcement

Tuesday, October 8, 2019

Optional Pre-Lunch Session:
“Planned Giving 101 Jeopardy”
Presenter: Christine Destry

Luncheon Program:
“Questions to Start Gift Planning Conversations”
Presenter: Greg Sharkey

AGENDA
10:45-11:00  Registration for Pre-Lunch Session
11:00-11:45 Pre-Lunch Program
11:30-Noon Registration for Lunch Session
Noon-1:15 PM Lunch Program

11:00 – 11:45AM
Optional Pre-Lunch Program1.0 CFRE Credit Approved

“Planned Giving 101 Jeopardy”

What do you know about Planned Giving? What should you know? Test your knowledge in this highly interactive session. Turn that knowledge into easy action steps you can take back to your organization to begin or build a successful planned giving program.

Presenter:
Christine Destry
Director, RD Club Consulting
Boys & Girls Clubs of America

OPTIONAL PRE-LUNCH PROGRAM
LUNCH PROGRAM
Noon – 1:15PM 
Lunch Program1.0 CFRE Credit Approved

“Questions to Start Gift Planning Conversations”

Conversations about planned gifts can be awkward, because many donors are uncomfortable discussing plans for after they are deceased. However there are many ways to gently guide a conversation towards the topics of legacy and making a lasting impact. Our speaker will share a series of questions to engage donors in conversations about their life transitions, values, non-cash assets, and what they want to accomplish with their philanthropy. Stories of how these questions led to charitable gifts from both the speaker and the audience will prepare you for having these conversations with your donors.

Presenter:
Greg Sharkey
Senior Philanthropy Advisor
The Nature Conservancy

Location:
The Boat House
679 W Spring Street
(Confluence Park)
Columbus, OH 43215
Registration Fee:
$25 for AFP Members
No Charge for CGPCO Members
$45 for Guests
Buffet lunch provided
RSVP Deadline is Noon on Thursday October 3
To RSVP you must register online in advance.
No late RSVPs and no walk-ins.When you register online you will receive two immediate emails – a Confirmation and a Receipt.
If you do not receive these emails, you are not registered.Cancellation and Refund Policy:
Cancellations received in writing by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment to purchase your meal. You may, however, send a substitute guest.

 

Registration is CLOSED