Planned Giving 2.0...’The Talk’ 

Development and non-profit leaders often have a good understanding of the basics of planned giving. Unfortunately, oftentimes donors, board members, and passionate advocates for our organizations are never asked to consider supporting our work through a planned gift. In many ways, inviting the right donor to make a planned gift is far easier than asking for an annual or sponsorship gift...yet it never feels that way. Why do we struggle with the planned giving ask?

Please join Lisa Vanden Avond, Director of Planned Giving with St. Norbert College, and Shane Kohl, Director of Foundations with the ThedaCare Family of Foundations, for a fun and interactive session that will provide an overview of how to have “the talk” with donors in ways that can help your organization secure more gifts through planned giving.

Presenters: 
Lisa Vanden Avond, Director of Planned Giving, St. Norbert College
Shane Kohl, CFRE, Director of Foundations, ThedaCare Family of Foundations