This second installment of the Legacy / Planned Giving discussion webinar focuses on the Donor Relations and Donor Engagement perspective. Learn from and reflect on the lessons learned from your peer community foundations.
Questions we cover:
- What is planned giving to your organization?
- What planned gifts are accepted by your organization and what aren’t? Why?
- How do you best educate your donors about benefits of planned gifts?
- Are professional advisors a part of this conversation?
- How do you track planned gifts in your system?
In case you missed the first Coffee Talk in this 2-part series, you can watch it here.
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