Planned Giving Sessions


How to Maximize your Philanthropy through Planned Giving

Presented by Susan Veroff, Museum of Fine Arts, Boston
So you're not an expert planned giving professional?  This session will cover what you need to know in order to optimize philanthropic support through planned gifts.  Learn about the motivators for giving and use of specific vehicles that can be leveraged with or without a developed planned giving program to enable significant commitments.

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Prospecting Ideas for Planned Giving Donors: The Changing Wealth of Donors

Presented by Charles Glassenberg, Combined Jewish Philanthropies
Changes in how we live and work, increasing longevity and the decline of the federal estate tax have changed the landscape for planned giving in the 21st century and created new opportunities for securing meaningful legacy gifts. This session will look at how to identify planned giving prospects, and give real life examples of how donors have created meaningful planned gifts for the charities that they love. There will be a particular emphasis on planned giving opportunities related to rise in popularity of donor-advised funds.

Presentations have been removed


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