January Educational Program: Planned Giving Boot Camp II

When:  Jan 12, 2021 from 11:30 AM to 01:00 PM (CT)
Associated with  AFP IA, Eastern Chapter
About Planned Giving Boot Camp Part II:
Finding the right donors for planned giving isn’t as hard as it sounds. Learn about effective marketing, stewardship and best practices. Explore ways to analyze  and evaluate your success as well as specifics on CLT, QRP, CGA, CRT, Revocable living trusts or endowments. Don’t know what all of that stands for? Tune in to find out!

This session will build on the first Boot Camp session, discussing benefits of the major planned giving vehicles and engaging allied professionals to provide advice and guidance beyond our expertise.  The session will include best practices for marketing, budgeting and evaluating your planned giving program.

Presenters: Jody Pellerin


Dial-in Instructions:
This event's location is TBD due to the ongoing COVID-19 situation.