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. 

September Topic

The Basics of Bequests

The majority of planned gifts are bequests. Join the conversation to learn about the different categories of bequests. 

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

Audience

Executive Directors, Development Directors, Development Staff