Seeds of Planned Giving: Starting the Conversation – How to talk to your donors about planned gifts (April 13, 2023)

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 will be provided.
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    If you do not have an endowment with OCCF, contact to learn more about the program.