Event Calendar
Training Opportunity: Bequest Boot Camp - 10 Exercises to Strengthen Your Bequest Program
March 17, 2010, 11:45am
Event Details
The Nebraska Partnership for Philanthropic Planning has invited NCF affiliated fund leaders to take part in a virtual seminar. This free seminar will be offered in Grand Island and in Omaha on March 17, 2010 at 11:45am.
Program:
Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We’ll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests, the foundation of gift planning.
Presenter:
The session presenter will be Karen Gallardo, Senior Director of Gift Planning and Major Gifts at the AARP Foundation. In this role she leads the gift planning and major gifts effort and spearheads a bequest program to generate future revenue to serve America’s most vulnerable seniors. Ms. Gallardo serves on the board of the National Capital Gift Planning Council, the American Council on Gift Annuities, and the Cacapon and Lost Rivers Land Trust.
Discussion with NCF Staff:
Join NCF staff members (Jim Gustafson in Grand Island and Doug Friedli in Omaha) after the virtual seminar for a round table discussion on how you can take the principles shared by Ms. Gallardo and apply them at home for the benefit of your affiliated fund.
Cost: Free
Event Location
Omaha and Grand Island
See registration form for exact location in each community.
Contact Info
Sheri Hink
.(JavaScript must be enabled to view this email address)
(402) 323-7347
