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Talking About Death (Planned Giving & End of Life Planning)

Tuesday, August 24, 2021
12:00 pm1:30 pm
Zoom Video Conference

Presenter: Kimberley Pittman-Schultz, Gift Planning Advisor - Western States
Michigan State University

As we move through the COVID-19 pandemic, death is moving out of the shadows. Aging Baby Boomers, in particular, have an even more urgent reason to think about taking control and shaping the end of their life stories. As they consider what to do with the resources they’ve built over a lifetime, and how to continue what they most care about, donors are inviting deeper conversations leading to meaningful charitable legacies. But we need to be better at talking about death. This webinar will offer insights into the growing movement to support people in charting their own end-of-life journey. Good news: the discussion will be lively and mixed with humor as we learn skills and approaches for these life-changing conversations.

You’ll learn how to:
• Increase skills and comfort level when planning gifts in the midst of conversations about death and dying.
• Better counsel donors, their families and their advisors in planning meaningful legacies that embody and empower donor values while supporting charity priorities.
• Deepen understanding of how planned giving integrates with the range of end-of-life planning considerations.

Sponsored by: Financial Architects, Inc.

Approved for 1.25 CFRE CE Credits

Kimberley Pittman-Schulz is stunned to realize she has more than 30 years’ experience in charitable gift planning, nonprofit leadership, and advising individuals from all walks of life who want change the world through their philanthropy. She currently serves as Gift Planning Advisor for the Western States for Michigan State University. She was previously Planned Giving Advisor for Compassion & Choices, a national nonprofit that empowers people to chart their own end-of-life journey. She’s also held gift planning and leadership positions with Humboldt State University and ChildFund International. She’s currently on the Planned Giving Committee of Hospice of Humboldt. A speaker and author on death and loss, her new book is Grieving Us: A Field Guide for Living with Loss without Losing Yourself.