Planned Giving – Building a Program for Sustainable Success 

This presentation will delve into the mysteries of starting or expanding your Planned Giving Program.  Trillions of dollars are passing from generation to generation.  Are you positioned to ask for or receive any of those dollars?

We’ll cover important questions to get you ready, including:

• What is Planned Giving and why is it important?
• What do I need to do before I start?
• Now that I know everything, what do I do next?

You’ll come away with an expanded view of your fundraising possibilities through the development of your own Planned Giving Program.  You’ll discover the power and flexibility that Planned Gifts can provide to help your donors achieve their philanthropic, financial, and estate planning goals.

Speaker(s):
Bill Altavilla, Partner/Wealth Management Advisor at Pacific Investment Consultant, is an experienced Planned Giving Consultant working with non-profit organizations looking to start or expand their Planned Giving Programs.

John Koch is the Executive Director of Planned Giving at UC Davis, where he oversees an amazing team of frontline planned giving professionals.

Program Agenda
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

$25.00

PGFGS Member Price
$25.00

Regular Registration
$40.00