Gifts By Will, Trust, & Beneficiary Designation - The Bedrock of Gift Planning
9:00 AM - 10:00 AM PST
Speaker(s): Jennifer Callahan, Director, Gift Planning, University of San Francisco
Competencies: Relationship BuildingIntegrity and Professionalism
Elective Session
The fundraising basics to learn about wills, trust, and beneficiary designations from retirement plans. This presentation will explain these terms, discuss the the benefits to the donor and charity, and offer useful conversation starters for gift officers to use with prospective donors. Whether you are a staff person or board volunteer new to fundraising or a seasoned gift officer this session will give you the knowledge and wording to use to secure these important future gifts for your organization.