Seeds of Planned Giving: Advanced Planned Giving – May 10, 2023

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about more complex planned giving options and how to present these opportunities to your donor base.
  • Lunch will be provided.
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