Fundraising 2.0 - Planned Giving Practices and Preparedness

Wed, June 26, 2024
10:30 AM - 3:00 PM
This event has ended

DESCRIPTION
Join Brandy Bertram, Founder and Principal of Great Big Good, as she shares planned giving fundamentals and practices that will increase annual giving now and result in significant planned gifts in the future.

The Community Foundation serving Southwest Colorado is hosting this workshop which is chalk full of invaluable fundraising strategies and tips. Join us at Animas High School on Wednesday, June 26 from 10:30 AM - 3:00 PM to learn more about how you can maximize donor giving and navigate sensitive subjects with more ease and confidence.

Topics covered will include:
Gift acceptance policies
Monthly giving programs
Bequests and beneficiary designations
Gifts of non-cash assets
Gifts from qualified retirement plans (IRAs)
Planned giving donor stewardship

A working lunch will be provided, during which Brandy will help attendees crowdsource solutions to shared fundraising challenges.

The cost for this event is $75.

  Not kid friendly
  Not dog friendly
  Wheelchair accessible
CONTACT
  Rachel Rosenthal
  9703755807
DATE & TIME
Wed, June 26, 2024
10:30am - 3:00pm
This event has ended

LOCATION
Animas High School
22 Osprey Way
Durango, CO  81301
LOCATION
Animas High School
22 Osprey Way
Durango, CO  81301