Small organizations often avoid promoting planned giving opportunities to donors. Many don’t know where to start and others are nervous because planned giving seems too complex to manage. This session will focus on the basics of planned giving and how even the smallest of organizations can promote planned giving as part of their fundraising programs.
Learning Objectives – Participants will:
Understand basic planned giving terms and uses
Be able to identify planned giving donors within their organizations
Learn how to include planned giving as a part of your fundraising program
Presenter:
Amy Wong, president, Dot Org Solutions, believes the world is a better place because of the special work nonprofits do for our communities, making them better places to live, work and raise families.As president of Dot Org Solutions, she is a champion for small businesses for the role they play in creating jobs, delivering important products and services, and keeping the economy strong. Her goal for nonprofits and small businesses is to get the recognition they deserve for the role they play in the success of our communities. She supports this goal through volunteer activities, mentoring other business owners and the relationships the Dot Org team develops with its clients and partners.