Planned Giving 202

This event is provided by Vision Action Network

In this session, participants will learn about the differences between Wills and Living Trusts and why donor’s pick one particular strategy over the other. Participants will learn about the FIVE most important documents in estate planning—so that they can talk more easily with key donors who are updating their estate plan, or creating one for the first time. Participants will receive electronic copies of THREE important collaterals that can be branded for their NPO use. These collaterals include: An Estate Planning Guide, Estate Inventory Form, and Final Wishes Booklet which can be marketed and given to interested donors and prospects.

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