Getting Started in
Planned Giving

with Scott Claeys, Leave 10 &
Mindie Reule, Community Foundation of South Puget Sound

The Legacy disconnect is vast. Over 60% of people give to a charity on an annual basis, even more volunteer and will help a stranger but only 9% include a gift in their estate plan. In this interactive discussion, you will gain tools to get started in planned giving and raise more money for their non-profit both now and into the future. We will cover gift acceptance policies, marketing, who to target and how to ask. The opportunity for growing your non-profit is incredible!

Participants will leave with tools to get started in planned giving and raise more money for their non-profit both now and into the future.

Presentation Slides