Presenter: Lynn Malzone Ierardi, JD
Director of Gift Planning, University of Pennsylvania

Perhaps the biggest myth in gift planning: We must understand and promote sophisticated gift vehicles in order to be successful. Yet even at top fundraising organizations with mature gift planning programs, bequests represent the majority of all planned gifts. Bequests are your bread and butter! So, what prevents your organization from building a successful gift planning program? In this session, we’ll take a look at some of the myths and hurdles that might be holding you back – and the tools you can use to “bust” those myths, clear those hurdles, and bring on the gifts!

Sponsor: Fox Run Retirement Community

Approved for 1.0 CFRE CE Credit