Breakfast, Networking & Educational Series - March 22, 2018
7:30am - 10:30am The Hope Club, 6 Benevolent Street Providence
Session One: Getting Bequests Right – From Prospect Identification to Realization
Speaker: Mike Valoris, Senior Consultant PG Calc
Bequest intentions matter – they matter a lot! In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program. However, it is a misconception to think that bequest gifts will happen on their own. Those charities with the most successful bequest programs proactively market and solicit bequest gifts. However, it’s also important to get “good” bequests.”
This presentation will take participants through the entire bequest process – from identifying best prospects, donors’ options for making a bequest, marketing, stewardship, and through to effective administration of realized bequests. We will also discuss entering conversations with donors about making a bequest gift or asking more about their disclosed bequest intentions.
Session Two: Partnership workshop: How the various professional disciplines work together for a successful planned gift
Speaker: Robin Dziuba, PPPRI Board Member & Wealth Management Advisor, Merrill Lynch
Robin Dziuba will be leading a panel discussion around a case study that highlights successful partnerships of the various disciplines to best serve a philanthropic client.
Please note: The attendance fee for non-members of PPPRI is now $60.
Thank you to our sponsors.
© 2015 Partnership for Philanthropic Planning of Rhode Island. All rights reserved.
302 Pearl Street, #108, Providence, RI 02907