Use this group discussion between community foundation finance peers around Legacy / Planned Giving to leverage your industry network and learn how others have responded to topics such as:

• What is the definition of Legacy/ Planned Giving in your organization?
• Which planned gifts are accepted by your organization and which aren’t? Why?

For example:

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Charitable Gift Annuities
• Bequests via Wills and Living Trusts
• Individual Retirement Accounts (Qualified Charitable Distribution & Charity is Beneficiary)

How does your community foundation become part of the conversation? Perhaps through people or events like:

• Financial Advisors
• Lawyers
• Donor Events
• One on One conversations

This community forum brought professionals from across the sector together to share experiences and best practices.

Check out the second installment of this 2-part series from the Donor Relations and Donor Engagement perspective here.

Transcript available upon request. email: webinars@Foundant.com