Event Type 2: Planned Giving

This session introduces strategies for identification of planned giving prospects and how to prepare for your conversation.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to have meaningful conversations that seek to meet your donors’ needs.

Lunch provided by the Community Foundation.

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 provided by the Community Foundation.

Hear from two nationally-recognized experts in the planned giving and philanthropic space. You’ll learn how you can play an essential role in connecting your donors with their philanthropic passions.

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Limited to 90 participants

All about marketing donor-centered gifts across your many communications channels and personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools during this 90-minute session.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to market your planned giving program across your many communications channels.

Lunch provided by the Community Foundation.