The Planned Giving Forum of Sacramento holds several luncheon meetings per
year as well as an annual conference.
Upcoming Events of the Planned Giving Forum of Sacramento:
Thursday, March 29, 2012
Webinar and Group Discussion:
"Getting it Right: Bequests and Beneficiary Designations"
Presenter:
Alison O'Carroll
In the majority of planned giving programs, bequest gifts account for
75%-80% of all planned gifts, and in some cases approach 100%.This webinar
describes the types of bequest gifts and beneficiary designations and why
they are attractive to both donors and charities. It then delves into the
best way to make each gift, special considerations to keep in mind, and
pitfalls to avoid. With an understanding of the how's and why's, the stage
is set for a discussion on ways to talk with your donors about these types
of gifts and help them to take action on their best-of-gift intentions.
CFRE: This program provides
1.5 hours of CFRE credit
WHEN Thursday, March 29, 2012
TIME
9:45-10:00am
registration and networking, program from 10-12:00 noon
WHERE TBD
Joint PGF & PPP Member Complimentary
PGF Member Price $25.00
Regular $35.00
Wednesday, April 18, 2012
Workshop (Joint meeting with AFP)
Presenter: Pamela Jones Davidson, J.D., is President of Davidson Gift Design, Bloomington, Indiana. Her consulting firm specialized in gift planning, planned giving program design and implementation, and training. She is also a Senior Vice President with Thompson & Associates, offering estate planning services to nonprofits. Ms. Davidson was the 1999 President of the National Committee on Planned Giving.
Time and Location: TBD
Not a PGFS Member? Local membership is only $55 annually.
Become a member today.
providing education opportunities and resources for