Presenter: Jeff Lydenberg, VP Consulting, PG Calc

Is your planned giving program lagging your expectations? Are you getting lackluster planned giving results? Is your planned giving revenue flat? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources. 
 
Plus: A Tax & Legislative Update by Laura Brownfield, General Counsel
Community Foundation for Southeast Michigan.

Approved for 1.5 CFRE CE Credits.

Sponsored by: Wayne State University - Law School & Beaumont Health Foundation