Planned Giving 101: Expanding Our Conversations with Donors
Presented by: AFP San Diego & San Diego Planned Giving Partnership
This is an in-person meeting at the Parma Payne Goodall Alumni Center (SDSU)
5491 Aztec Walk, San Diego, CA 92182
Members: $45 // Non-Members - $55
Presentation Topic:
Including planned giving in our gift conversations can help donors to maximize their philanthropic intent. Appreciated assets, taxable events, and planned giving vehicles work together to produce an impact that can be much greater than a current gift. In this session, you will develop a conversational understanding of planned giving to allow you to engage in these donor conversations with confidence, including how to ask the right questions and understanding the variety of gifts a donor can make during their lifetime or through their estate plan. If you are new to planned giving, looking for a refresher, or are a development officer hoping to include planned giving in your gift conversations, this session aims to provide an overview of planned giving and the tools you may need to make the most of it.
Presenter:
Allison Ohanian, Associate Vice President, Gift Planning & Donor Development, University of Hawai‘i Foundation