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San Diego Planned Giving Partnership Luncheon


Wednesday, August 26, 2020 Overcome the Discomfort: Talking to Donors About Planned Gifts
Presentation: 12:00 PM - 1:30 PM (PT)

Presenter: Amy Florian CEO of Corgenius

Offered Virtually

In Collaboration with AFP,
San Diego Planned Giving Partnership Presents
The 2020 Richard L. Heinrich Planned Giving Meeting
Overcome the Discomfort: Talking to Donors About Planned Gifts

Planned gifts are among the largest donations nonprofits receive and yet, many fundraisers feel uneasy talking about planned giving with donors. Join us for this special event with Amy Florian, a nationally renowned expert on grief and life transitions who trains finance and nonprofit professionals on how to strengthen relationships with clients and donors.

Amy will discuss:

Presented by:
Amy Florian
CEO of Corgenius

Amy Florian, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life. She is author of over 200 articles and two award-winning books, including “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She is the recipient of numerous awards for her ground-breaking work, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others. Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and offices nationwide.

On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!

Registration Information:
Registration link - https://www.cvent.com/d/r7qk4k/1Q

*Registration Link is through the AFP website and by clicking you will be redirected to register at that site. If you are a member of SDPGP or AFP, you may select to register as a Member.

SDPGP & AFP Members - $25
Non-Member Guests - $40

For more information about the presentation, please contact:

P. Vien Walker, Esq.
vien@rsffoundation.org