Lunch & Learn: Planned Giving Basics

In this 30-minute virtual session, NCF’s Assistant Director of Planned Giving, Emily Sulzle, talks “Planned Giving Basics.” Planned giving may offer affiliated funds the biggest (often untapped) opportunity to transform their place. The vast majority of planned gifts happen because someone educated, motivated, and asked the donor to make a gift. Press play and learn how planned giving can turn anyone into a philanthropist.

Planned Giving Basics (PowerPoint)
Planned Giving Overview for Fund Advisory Committees (PDF)
Planned Giving Marketing Challenge

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