Seeds of Planned Giving: Your Back Office – CGAs and CRTs (March 8, 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 how the Community Foundation can support your planned giving efforts and how to present opportunities to your donor base.
  • Lunch will be provided.
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