Event Type 2: Planned Giving

This session introduces strategies to identify 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.

Register to attend.

This session will discuss ways to package and present opportunities for a forever gift to your longtime donors.

Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about how to identify evocative giving opportunities that paint a picture of philanthropy and feature your donor at the center.

Register to attend.

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.

Register to attend.

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

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.

Register to attend.