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District VII Annual Conference 2025

Gifts By Will, Trust, & Beneficiary Designation - The Bedrock of Gift Planning

Tuesday, March 4, 2025
9:00 AM - 10:00 AM PST
Speaker(s): Jennifer Callahan, Director, Gift Planning, University of San Francisco
Competencies: Relationship BuildingIntegrity and Professionalism
Experience Level: Level 1- Early CareerLevel 2- Emerging Early Career
Elective Session
Fundraising

Prepare yourself to talk with prospects about the basics in wills, trust, and beneficiary designations from retirement plans. This presentation will explain these terms, discuss the the benefits to the donor and charity, and offer useful conversation starters for gift officers to use with prospective donors. You do not have to be an attorney to identify planned gift donors and secure these impactful gifts. Whether you are a staff person or board volunteer new to fundraising or a seasoned gift officer this session will give you the knowledge and wording to use to secure these important future gifts for your organization.

Topics

Annual Giving Campaigns Major gifts Planned giving

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