Event Type 2 Planned Giving
february
Event Details
In this session, we’ll dive into bequests and beneficiary designations, including why they are an easy pursuit with your longtime donors. Who should attend: Anyone
Event Details
In this session, we’ll dive into bequests and beneficiary designations, including why they are an easy pursuit with your longtime donors.
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.
This training has been moved to Zoom. After registering, you will receive a confirmation email containing information about joining the meeting.
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Time
(Wednesday) 11:00 am - 12:30 pm
march
02mar11:00 am12:30 pmMoved OnlineSeeds of Planned Giving: Your Back Office: CGAs and CRTs (via Zoom)
Event Details
In this session, we’ll cover charitable gifts that create a lifetime income stream and tax savings for donors. Who should attend: Anyone associated with
Event Details
In this session, we’ll cover charitable gifts that create a lifetime income stream and tax savings for donors.
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.
Event has been moved to Zoom. After registering, you will receive a confirmation email containing information about joining the meeting.
more
Time
(Wednesday) 11:00 am - 12:30 pm
april
Event Details
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,
Event Details
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 market your planned giving program across your many communications channels.
Event will be held at Oklahoma City Community Foundation, 1000 N Broadway Ave. Lunch will be provided.
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Time
(Wednesday) 11:30 am - 1:00 pm
may
04may11:30 am1:00 pmSeeds of Planned Giving: Advanced Planned Giving
Event Details
Take your planning to the next level with creative giving strategies such as charitable lead trusts, retained life estate gifts and other tools for your donor-centered toolbox.
Event Details
Take your planning to the next level with creative giving strategies such as charitable lead trusts, retained life estate gifts and other tools for your donor-centered toolbox.
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.
Event will be held at Oklahoma City Community Foundation, 1000 N Broadway Ave. Lunch will be provided.
more
Time
(Wednesday) 11:30 am - 1:00 pm