Making the Legacy Ask through Existing Relationships

April 23, 2014
10:30 AM to 12:00 PM

Greg, TW

presented by Greg Lassonde, CFRE

Development officers with little or no legacy experience usually avoid planned giving completely. Paralyzed with fear of the unknown, they simply don’t initiate the conversation. “Let the expert handle it.” More experienced legacy professionals overly rely on generating qualified legacy leads through marketing and communications. The one-on-one legacy ask is infrequent at best. Whatever your situation, what are staff, advisors and volunteers to do?

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Planned Giving Conference

The Northern California Planned Giving Council is offering the
AFP Wine Country Chapter members a
MEMBER RATE (a $50 savings)
to attend their 22nd Annual Conference on Planned Giving.

PGC Event

 MONDAY, MAY 19, 2014
7:30 am to 6:00 pm
 The Palace Hotel
Two New Montgomery Street
San Francisco

Early Bird Registration Rates
February 15th – March 21st

NCPGC Members – $205 / Non-Members $255

SCHOLARSHIPS  Applications Due March 21, 2014

A limited number of scholarships are available for individuals employed by organizations that are just starting, or are considering starting, a planned giving program. Scholarship Applications are due by March 21, 2014.

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