Planned Giving Fundamentals Part II: Donor Conversations and Working with Advisors

The biggest myth about planned giving is that it’s rooted in tax calculations. Not only is this an outdated definition, but having donor-centred conversations at a community foundation is totally different than the fundraising asks at most charities. This webinar will outline the conversation strategy around gifts of assets in life and through estate plans. The second half of the webinar will focus on the need and benefits of collaboration with professional advisors in law, tax, finance, insurance and estate planning and their ability to amplify your fund development efforts.