For More Information, Contact:
Abbey Riley
AFP NWO
419-764-4387
Christine Roberts is a Senior Consultant on the RD Club Services team for Boys & Girls Clubs of America. After attending Bowling Green State University for music performance, Christine completed a VISTA term of service, which ultimately led her to the local Boys & Girls Clubs in Washington State. A Development Director, then CEO of local Clubs in Washington State and California, Christine returned to the great state of Ohio in 2016 as she joined the national BGCA team. Christine resides with her 17 year old daughter and a Maine Coon cat names Jynx.
Join veteran philanthropy expert Christine Roberts as she shares a fun take on what can often be a tedious topic, Planned Giving. Christine will take us through a discussion on ethics, planned giving mechanisms and strategies as well as engage us in a game to keep the conversation lively. Her fresh and fun perspective promises to be a conversation you won’t want to miss and will leave you feeling inspired and interested to continue to tackle the additional needs of your planned giving program, be it green or mature.
Learning Objectives:
- Review and discuss ethics through the lens of RD Policies
- Learn and review the most common planned giving vehicles
- Gain competency in the understanding of different types of planned gifts
- Apply ethics, policies, and planned giving knowledge in large and small group discussions