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PG Calc Webinar Series

Wednesday, March 11, 2020 PG Calc Webinar Series: A Paradigm for Effective Bequest Fundraising - From Prospect Identification to Realization
Webinar: 9:30 am - 10:30am
Discussion: 10:30am - 11:00am

Presenter: Mike Valoris Senior Consultant, PG Calc

Sponsored By:
Rancho Santa Fe Foundation
Location: Sanford Institute of Philanthropy at National University
South Building, Room TPS 220 – please check in at security
11255 North Torrey Pines Road, La Jolla, CA 92121

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, the Rancho Santa Fe Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on A Paradigm for Effective Bequest Fundraising - From Prospect Identification to Realization.

Most donors to your charity will NOT make a bequest! And yet, bequests can be some of the largest gifts your charity will receive, far exceeding the total lifetime giving of these same donors in most cases. Too often charities pursue a "one size fits all" model for bequest fundraising. This webinar will model a paradigm for bequest fundraising where one size does not fit all, enabling you and your colleagues to discover more estate commitments, identify more prospects, and, ultimately, close more estate commitments. The model will include bequest messaging to donors who will never be part of a gift officer's portfolio and yet who will consider leaving an estate gift to your organization. The goal is for planned giving staff to rethink their bequest fundraising.

* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in January 2020

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation
$20 for anyone at the door (credit cards, checks and cash will be accepted at the door).

Advance Registration Now Open!


Parking is available on the south side of 11255 N. Torrey Pines Road. When you pull into the driveway at the light, turn right, pass the building on your left, and you will find parking.

For more information about the event please contact us.

We hope to see you there!

The San Diego Planned Giving Partnership