NOW Is The Time: Why Everyone Should Promote Legacy Giving With Donors
2:45 PM - 3:45 PM EST
Speaker(s): Ann Kolakowski, Director of Gift Planning Services, University System of Maryland
Competencies: Industry or Sector Expertise
Elective Session
Don't fear the reaper! While some planned gifts require complex legal and financial planning, the vast majority come as bequests (gifts made in wills or trusts) or by naming the organization as the beneficiary of a retirement plan, life insurance, or other account. Aging Baby Boomers, the Great Wealth Transfer, a global pandemic, and volatile stock markets combine to make now the best time to market these types of planned gifts. This session will address recent trends, offer insight on how to identify your best prospects, and equip you with easy steps you can take to attract more legacy gifts.