Event: Quarterly MeetingWinter Quarterly Meeting: The Power of Bequests & How to Get Started
Does your planned giving program need a boost? In this webinar, Sharleen Wollach, Chief Impact Officer at Jewish Community Foundation San Diego, will give an inspiring and useful presentation for development and planned giving officers that will include tips for how to:
- Identify your top planned gift prospects
- Introduce the idea of planned giving into all your fundraising conversations
- Convey the multi-faceted impact that a planned gift can have on the donor and on your organization
- Collaborate with professional advisors including wealth managers, CPAs and estate planning attorneys to support your fundraising and planned giving efforts
Presented by Sharleen Wollach, Chief Impact Officer, Jewish Community Foundation San Diego
This webinar is for fundraisers of all experience levels.
Cost:
$15 for SDPGP Members
$25 for non-members
This series of webinar presentations is generously sponsored by .
Sponsored By:
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership