I enjoyed speaking during Crescendo Interactive’s 2022 Practical Planned Giving Conference, “Navigating the Path Ahead.” I remember speaking at the conference ten years ago. What I remember most is how kind and sincere the Crescendo community is. It was a marvelous experience and I am delighted to have been invited.
While the title of the conference might lead you to believe the focus of the event is solely on planned giving, my talk will focus on major gift fundraising. I do include planned giving in my presentation, however. Gifts by Will and via estate plan, or “bequests,” are of growing interest today, as a substantial wealth transfer is underway.
Planned giving is also referred to as gift planning or legacy giving. In a nutshell, it is a donor’s intention to contribute a major gift to an organization beyond their lifetime. So, unlike an annual gift (an outright gift for use today), a planned gift is one made with the future in mind.
Check out my slide deck on ISSUU. I have formatted the slides so they double as “notes” for future reference. ISSUU is a platform that provides a “magazine” format that makes documents and presentations easy to view on any digital device. If you would like to receive a copy of the slide deck via email, use my blog’s secure contact form to reach me.
And if you would like to hear the presentation again, I will update and give it to the Crescendo family again in April of 2023 as a webinar. Stay tuned for details!
Carolyn M. Appleton
September 20, 2022