Event: Quarterly MeetingVirtual Winter Quarterly Meeting: Building a More Inclusive Planned Giving Program
Description: Have you considered incorporating DEI principles into your organization’s planned giving program, but you’re not sure where to start? This presentation will review the literature about why communities of color are underrepresented in planned giving and will propose a long-term strategy for how the planned giving sector can become more inclusive and welcoming for all. We will also review the results of anew survey examining what non-profits are doing to incorporate DEI into their planned giving programs. You will leave with a deeper understanding of the issues involved, and concrete action items to help you build a more inclusive planned giving program.
Learning Objectives:
• Define what “DEI” means in the context of a planned giving program
• Understand the legal, historical, and systemic barriers that communities of color have faced in creating wills and trusts
• Recognize how lived experiences affect the ways high net worth donors of color give
• Learn how other non-profits are incorporating DEI into their planned giving programs
• Receive practical and actionable ideas and resources that will help you begin to create a more authentically
Presenter: Jade Bristol is Chief Development Officer at Giving Docs, where she works with planned giving professionals across the country to amplify their planned giving results using Giving Docs’ online estate planning tools. A former Trusts & Estates attorney, Jade has 15 years of experience in the nonprofit sector where she led planned giving departments at Human Rights Campaign and Muscular Dystrophy Association. She serves on the Board of the National Capital Gift Planning Council, and has co-authored extensive research on the intersection between DEI and planned giving. Jade is a cum laude graduate of Georgetown University Law Center where her studies emphasized tax law.
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership