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Fundraising 2.0 – Planned Giving Practices and Preparedness

Are you interested in helping your current donors prepare for and make gifts that are 150x bigger than their largest annual gift all while increasing their current giving? Join Brandy Bertram, Founder and Principal of Great Big Good, as she shares planned giving fundamentals and practices that will increase annual giving now and result in significant planned gifts in the future.

The Community Foundation serving Southwest Colorado is hosting this workshop which is chalk full of invaluable fundraising strategies and tips. Join us at Animas High School on Wednesday, June 26 from 10:30 AM – 3:00 PM to learn more about how you can maximize donor giving and navigate sensitive subjects with more ease and confidence.

Topics covered will include:

  • Gift acceptance policies
  • Monthly giving programs
  • Bequests and beneficiary designations
  • Gifts of non-cash assets
  • Gifts from qualified retirement plans (IRAs)
  • Planned giving donor stewardship

A working lunch will be provided, during which Brandy will help attendees crowdsource solutions to shared fundraising challenges.

The cost for this event is $75. Register HERE.

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