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Wisdom Wednesday - Beyond Outright and Legacy Gifts of Cash and Publicly-Traded Stock: Enhancing Your Donor’s Ability to Support Your Organization
Wednesday, May 12, 2021, 9:00 AM - 11:00 AM PDT
Category: Events


"BEYOND OUTRIGHT AND LEGACY GIFTS
OF CASH AND PUBLICLY-TRADED STOCK:
ENHANCING YOUR DONOR’S ABILITY
TO SUPPORT YOUR ORGANIZATION"

PRESENTED BY
William Strickland, JD, CSPG, CEPA
Planned Giving Officer, California Community Foundation

Ryan Raffin
Charitable Solutions LLC

DESCRIPTION
Successful nonprofits understand the importance and benefits of diversifying their sources of revenue.  Many of those organizations already maintain a gift planning program that promote bequests, life income gifts, and Retirement Plan/Life Insurance beneficiary designations.  On an increasing basis, some of those organizations have also begun to actively cultivate relationships with Donor Advised Fund (DAF) Donors and partner with community foundations to accept gifts of complex assets (e.g., real estate, business interest, etc.) they cannot accept on their own.  By gaining knowledge of these charitable vehicles, skilled fundraisers will be better able to help their donors leverage the scale and impact of their charitable gifts.

Please note: Wisdom Wednesdays are included in the
Conference fee and cannot be purchased separately.

Click here for more info on this year's Conference