"What's On Your Plate?"
Round Table Discussions

Table #1 

How to Start the Planned Giving Conversation with a Donor or Client

Table #2 

Developing Best Practices for Communications between Gift Officers and Professional Advisors

Table #3

Organizational Hurdles – What’s Helping Your Organization Thrive at Planned Giving?

Table #4 

How to Start a Planned Giving Program

When selecting an expert to present for our Planned Giving Round Table presentations, it is humbling to realize that the Round Table is full of experts.

For the September meeting, we are embracing the “Round Table” concept and asking our members to discuss their dilemmas and share their expertise with each other. 

• What’s on your desk about which you could use another opinion? 
• What best practices have you developed that you are willing to share? 

Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:30am Lunch

12:00pm:  Round Table Discussions

1:00pm:  Adjourn