Events

Planned Giving 101 Coffee Talk Series | December 17 session


When: 12/17/2020 9:00 AM - 10:00 AM



PLANNED GIVING COFFEE TALK SERIES


Brought to you by the North Carolina Council of Charitable Gift Planners and the South Carolina Planned Giving Council for our Fall Coffee Talk series. Each session will be from 9am-10am and cover planned giving topics for beginners in the field.*
*CFRE credit is available

Cost:
Free for members
$10.00/session for non-members


September 24th 
A Case for Planned Giving: Benefits To Your Organization 
Presenter: Nancy Beard, CFRE
President, UCHS Foundation


October 8th 
Understanding Your Donor: Identifying Planned Giving Prospects
Presenter: Francis Schodowski
Executive Vice President, Columbia College


October 22nd 
Planned Giving Marketing Strategies
Presenter: Jim Kelley
Director of Development, Diocese of Charlotte


November 5th
Most Common Types of Planned Gifts
Presenters:
David Landers, J.D., Director of Planned Giving, The University of North Carolina at Greensboro
Beth MacKethan, J.D., L.L.M., Director of Gift Planning, The University of North Carolina at Chapel Hill
Jane Lee Heuser, Associate Director Trust & Estate, Duke University


November 12th 
The Planned Giving Conversation: Qualification to Close
Presenter: Dana R. Taylor, CFRE, FCEP
Director of Gift and Estate Planning, Clemson University


December 3rd 
Stewarding Planned Giving Donors
Presenter: Lisa De Freitas
Director of Gift Planning, Wofford College


December 17th - click here to register
Do's and Dont's of Gift Acceptance and Accounting
Presenters:
Melissa Levesque, Vice President of Development & Stewardship, Coastal Community Foundation
Tamisha Keith, Director of Planned Giving, NC A&T