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Planned Giving Basics

Wednesday, October 28, 2020 Planned Giving Basics
Discussion: 12:00 – 1:30 p.m.

Offered Virtually via Zoom

In Collaboration with AFP San Diego,
San Diego Planned Giving Partnership Presents

a virtual conversation on
Planned Giving Basics

Join AFP San Diego and the San Diego Planned Giving Partnership as we build on the August planned giving event (Overcome the Discomfort: Talking to Donors About Planned Gifts) and dive deeper into questions submitted by attendees.

The COVID-19 pandemic and recent legislative changes have spurred donors to revisit their financial and estate plans. To increase the chances that donors will remember your nonprofit, it's important to continue planned giving efforts now.

Rebecca Gennaro, JD, CAP - Wells Fargo
Allison Ohanian - University of Hawaii Foundation
Thelma Rusack - UNICEF USA
Elise Wald, JD, LLM - UC San Diego

Learning Objectives:

As COVID-19 has changed the way we work, these "Virtual Conversations" will prioritize dialogue among your peers in the industry. To equip you with the new tools to help your organization, each conversation will feature a short presentation by an industry expert, followed by Q&A that will highlight real experiences regarding what's working and what's not in our new virtual fundraising environment.

Registration Information:
Registration link - https://www.cvent.com/d/x7q4d1/4W

Non-Member Guests- $10

*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.

For more information about the presentation, please contact:

P. Vien Walker, Esq.