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Thank you for joining us at the 2016 Money for Our Movements Conference.

We look forward to seeing you again at the next one in 2018. 
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Friday, August 12 • 2:15pm - 4:15pm
Planned Giving With Few Resources and Little Time; Intermediate (2-4 years of experience); Stan Yogi, Klein & Roth Consulting

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You might be encouraging donors to make legacy gifts, and you may have received some. But you may be unsure what to say if a donor proposes a complicated gift. Or you may be uncertain how to begin or jump start a planned giving conversation with a donor. Or you may be having trouble getting information from an estate administrator. Bring your questions and stories to this clinic/facilitated discussion. Together we’ll unravel your knotty planned giving issues.
Speakers
avatar for Stan Yogi

Stan Yogi

Senior Consultant, Klein & Roth Consultant
Stan Yogi abandoned his childhood dream of becoming a roller derby star for more realistic career goals–movie director, lawyer, English professor—before finding in the nonprofit community the tribe from which he was separated at birth. He initially worked for grantmaking organizations... Read More →

Planned Giving With Few Resources and Little Time ppt
Estate Planning Worksheet doc
Planned Giving Case for Support Exercise doc
Sample Bequest Language docx
Friday August 12, 2016 2:15pm - 4:15pm MDT
KC 213
  Skills & Strategies, 2-4 Years of Experience

Attendees (13)