Planned giving can be an important source of support for your organization, no matter how big or small. In this webinar, you will learn about:
The different types of planned gifts and what motivates them
The importance of bequests and beneficiary designations and the benefits and pitfalls of life income gifts
How to prospect for planned gifts from your supporters
The importance of stewardship of planned giving donors
Back-end considerations including how to use realized bequests and how to deal with problem estates and surviving family
John Bacon ’85 will share best practices and examples from his experience running the planned giving programs at The New York Public Library and The Metropolitan Museum of Art. Even if your organization cannot devote major resources to such a program, you can take simple steps to identify and secure legacy commitments to supplement your others sources of financial support. The donors are out there and your organization can be included in their estate plans!
Contact Name
Liana Epstein
