KNOW YOUR CHARITY

Introductory

Trillions of dollars will be transferring to families and communities over the next two decades. Does your charity have a legacy giving program in place to participate in this revenue stream? Ellen and Kent will take you through the real life steps of establishing a legacy giving program at the Stirling McDowell Foundation that started at ground zero and moved through to confirmed gifts; all within 4 months. This session will provide you with a comprehensive guide to move your charity from a state of no legacy giving to one with gifts confirmed.

Kent Hartshorn, CFRE, DCG Philanthropic Services; Ellen Whiteman, MA, McDowell Foundation