Primer & Luncheon - March 8

PRIMER PROGRAM

9:30 a.m. to 11:30 a.m. (9:15 a.m. Check-in)

Topic:	Effective Disclosure and Stewardship with Life Income Gift Donors
Featuring:	Jeff Underwood Kaspick & Company, LLC

Program Description:

In this session, we will discuss the principles of effective disclosure, both before and after the gift, including a review of the various legal requirements. Traditional approaches will be examined as well as common challenges encountered with good disclosure practices. Tools for supporting both the disclosure process as well as ongoing communications with donors will also be considered.

LUNCHEON PROGRAM

12:00 p.m. to 1:30 p.m. (11:30 a.m. Check-in)

Topic:

Featuring:

The "Why" of Giving, &
Getting to the Legacy Ask

Greg Lassonde, CFRE
Legacy Giving Specialist / Consultant

Program Description:

As gift planners we too often race to technical detail, and too soon. Those with little or no experience are paralyzed with fear of the unknown, avoid the conversation, may think, “Let the experts handle it.” Whatever your level of experience, what’s a staff member, professional advisor or volunteer to do?

While most successful legacy programs are mission focused and readily visible through a nonprofit’s communication channels, lead generation usually stops at the direct mail check box. Actively making legacy asks is relatively new territory, and for those already making the ask, mostly confined to staff with “planned giving” responsibility.

Come hear Greg Lassonde weave these and other elements into a presentation focused on moving away from the old planned giving paradigm of the “experts,” to the relatively new world of legacy giving embraced and practiced beyond the confines of the planned giving officer and development department.

Continuing Education Credit

Primer Program - (Pending Approval) 2 Hours available of MCLE, CPE, CFP & CFRE CE Credit

Luncheon Program - (Pending Approval) 1 Hour available of CFRE, CPE & CFP CE Credit

MCLE: Northern California Planned Giving Council is a State Bar of California approved MCLE provider.
CFRE: Northern California Planned Giving Council is an approved CFRE provider.
CFP^®: Northern California Planned Giving Council is a Certified Financial Planner Board of Standards approved CFP^®provider.
CPE: It is up to the individual CPA to determine whether to take credit for a course.