Planned Giving: The How & the Why
About the presentation: Do you want a program that will yield 200 times a donor’s annual gift to your organization? Does the legal fog of acquiring a planned gift make your knees turn to jello? Do you want the words to use – the phrase that pays – when asking for a bequest? If so, this is the workshop for you!
Carol Weisman - President of Board Builders
Michael McMurtrey - VP-Investment Officer with Wells Fargo Advisors