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. 

August Topic

Gift Acceptance Policies

Having a gift acceptance policy in place allows a nonprofit to set parameters on the types of gifts that it is prepared to receive from donors. This helps to manage donor expectations and maintain a positive relationship. 

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

Audience

Executive Directors, Development Directors, Development Staff