Planned Giving Coffee Talk Series

Brought to you by the North Carolina Council of Charitable Gift Planners and the South Carolina Planned Giving Council.

Each session will be from 9am-10am and cover planned giving topics for beginners in the field.*
*CFRE credit is available

Cost:
Free for members
$10.00/session for non-members

September 24th
Watch video here: Part 1, Part 2
Download Nancy’s presentation here
A Case for Planned Giving: Benefits To Your Organization
Presenter: Nancy Beard, CFRE
President, UCHS Foundation

October 8th
Watch video here: Part 1, Part 2, Part 3, Part 4
Download Francis’ presentation here
Understanding Your Donor: Identifying Planned Giving Prospects
Presenter: Francis Schodowski
Executive Vice President, Columbia College

October 22nd – click here to register
Planned Giving Marketing Strategies
Presenter: Jim Kelley
Director of Development, Diocese of Charlotte

November 5th – click here to register
Most Common Types of Planned Gifts
Presenters:
David Landers, J.D., Director of Planned Giving, The University of North Carolina at Greensboro
Beth MacKethan, J.D., L.L.M., Director of Gift Planning, The University of North Carolina at Chapel Hill
Jane Lee Heuser, Associate Director Trust & Estate, Duke University

November 12th – click here to register
The Planned Giving Conversation: Qualification to Close
Presenter: Dana R. Taylor, CFRE, FCEP
Director of Gift and Estate Planning, Clemson University

December 3rd – click here to register
Stewarding Planned Giving Donors
Presenter: Lisa De Freitas
Director of Gift Planning, Wofford College

December 17th – click here to register
Do’s and Dont’s of Gift Acceptance and Accounting
Presenters:
Melissa Levesque, Vice President of Development & Stewardship, Coastal Community Foundation
Tamisha Keith, Donor Relations Manager, The Winston-Salem Foundation