Planned Giving Fundamentals for Nonprofits - Durango
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Did you know that planned gifts – made by everyday donors to organizations just like yours – are the largest gifts a donor will ever make? And that often, these gifts are as much as 150 times larger than their biggest annual gift! But how do you get started?
Join Brandy Bertram, Principal of Great Big Good, for a practical workshop on planned giving fundamentals that will help you (and your donors!) take a big step forward in fueling your mission, without breaking your brain or burning you out.
What you’ll learn
Gift acceptance policies
Monthly giving programs
Bequests and beneficiary designations
Gifts of non-cash assets
IRA and qualified retirement plan gifts
Planned giving prospecting
Planned giving stewardship
Join Brandy Bertram, Principal of Great Big Good, for a practical workshop on planned giving fundamentals that will help you (and your donors!) take a big step forward in fueling your mission, without breaking your brain or burning you out.
What you’ll learn
Gift acceptance policies
Monthly giving programs
Bequests and beneficiary designations
Gifts of non-cash assets
IRA and qualified retirement plan gifts
Planned giving prospecting
Planned giving stewardship
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Where is it happening?
TBK Bank (Durango,CO - 9th St), 259 W 9th St,Durango, Colorado, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherCommunity Foundation serving Southwest Colorado








