Join AFP San Diego on April 29 for the annual Richard L. Heinrich Planned Giving Meeting & Luncheon. Attendees will select one of two topics: When Gifts and Ethics Collide (Advanced) -OR- Fundraising Playbook: Winning the Planned Giving Long Game (General).

When Gifts & Ethics Collide presented by Kimberly Jetton, MNM, CFRE

When an elderly donor calls from ICU and requests a CRT to be funded by her multi-million dollar home in Beverly Hills - what do you do? This case study follows the journey of a gift officer who must consider the moral, legal and ethical ramifications of this large gift from a vulnerable donor. The interactive presentation poses tough questions to attendees, who must decide how they would proceed through each step of the process.

Fundraising Playbook: Winning the Planned Giving Long Game presented by Andy Ragone, CGPP, MDiv

Fundraising, especially when implementing complex and deferred giving solutions, is like football—look at the whole field, get your donors moving, make the right plays, and keep the momentum going! To be successful on the fundraising field requires an orchestration of play-calling and superior execution as a team. This session will inspire you to get in the game while sharing the right plays needed to succeed.

Lunch provided. Free parking available on-site.

Register here: https://afpsdpgm25.eventbrite.com