This two-day seminar for development staff will offer a comprehensive, detailed approach to planned giving, whether or not a program is currently in place. The session will provide tools to assess a current program or initiate one based on participants’ needs, looking at the types of programs that are available and most popular, and determine the resources required. On the first day, expect a detailed look at the types of programs available, from bequests to life insurance policies to real estate gifts. The second day of the seminar will engage in how to evaluate giving potential, effectively market your planned giving program, and integrate it with annual giving and major gifts. Case studies from the opera and performing arts world will enrich this high-level discussion.

This meeting is generously sponsored by Wells Fargo Philanthropic Services