Current Event

JOIN US - FREE WEBINAR
Wednesday, June 24, 2020
10:30AM to Noon
3 Micro Planned Giving Strategies During COVID-19

This webinar is FREE but you must register
Registration closes at Noon on 6-23
The link to the webinar will be sent the day before


Description

How can you raise planned giving revenue when you can’t meet with donors face-to-face?
Join us to develop a three-week planned giving action plan!
The suspension of face-to-face fundraising has hampered many fundraising professionals. Specifically, planned giving professionals have been challenged with developing new ways to raise significant estate gifts while sheltering-in-place. In this presentation, you will learn 3 micro planned giving strategies that you can put to work right now that will provide you with new planned giving discussion leads and even new planned gifts. To get the most out of this presentation, come prepared with a list of donors (100 is ideal) from your database that you have had previous telephone or face-to-face interactions with in regards to supporting your organization with an estate gift. Of course, you will not be sharing your list with the group—but using your real donors will support you in leaving this presentation with a three-week activity plan built and ready to go!


Presenter


Damon Tinnon
Damon Tinnon, CSPG, serves as Director of Gift Planning for Queen of the Valley Foundation. Damon is a Certified Specialist in Planned Giving (CSPG) and works with Queen of the Valley Hospital supporters and their advisors to execute planned gifts that reduce taxes, increase income and support overall estate-planning goals.

Screen_Shot_2020-06-11_at_1_33_47_PM.pngThank you to our chapter sponsor Ridgeview Financial Planning




2020 Upcoming Events
 

July - TBD
Wednesday, August 26
Wednesday, September 23
Wednesday, October 28
Wednesday, November 18
December - Holiday Reception
Filtering On: Community


There are no events currently scheduled for AFP CA, Wine Country Chapter