Planned Giving Roundtable

About

The Planned Giving Roundtable is an ongoing group that provides a space to talk about the different aspects of legacy gifts. Each month there is a different topic and the space is open to nonprofits at any point in their planned giving journey. 

July Topic

Forming a Legacy Society 

What does it look like to form a legacy society for your organization's planned giving donors? We'll discuss how to invite founding members, initiate communications, and determine member benefits. 

Participants are encouraged to bring their lunch to this brown bag event.  

Audience

Executive Directors, Development Directors, Development Staff