Increase Your Odds of a Major Planned Gift - Aug. 23 & 28, 2018

Planned gifts are among the largest gifts your organization will ever receive

“Planned gifts” are arranged during a donor’s life and distributed either at the donor’s death, or at some other future date. You don’t need to be an expert to encourage your donors to think ahead. Just being familiar with the basic tools of planned giving can help you listen for opportunities to suggest a major gift.Join us for a webinar presented by PG Calc, a leader in planned giving expertise, called Basic Planned Giving Methods. Sam Leask, philanthropic services director, and Robin Larsen, donor services officer, will be in the room to answer questions.

  • What are "testementary gifts" and why are they attractive to donors?
  • Why do retirement assets make excellent charitable gifts?
  • What if a donor wants to give real estate to our organization? 
There is no charge for this event, but registration is required. Join us for one of two sessions discussions offered this August.

For questions or help attending email Robin or call her at 831.662.2061. 

 

CLICK HERE OR ICON TO REGISTER for August 23, 2018!

When: Thursday, 2:00 to 3:30 p.m. August 23, 2018
Where: Community Foundation Santa Cruz County 7807 Soquel Dr. Aptos, CA 95003
Cost: $Free - Advance registration required

CLICK HERE OR ICON TO REGISTER FOR AUGUST 28, 2018!

When: Tuesday, 9:30 to 11:00 a.m. August 28, 2018
Where: Community Foundation Santa Cruz County 7807 Soquel Dr. Aptos, CA 95003
Cost: $Free - Advance registration required

 

PRESENTERS:

Sam Leask, philanthropic services director, Community Foundation Santa Cruz County

Robin Larsen, donor services officer, Community Foundation Santa Cruz County