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Workshop Training or Seminar

Planned Giving 202

Village Baptist Church, Columbia Room 330 SW Murray Blvd

About this event

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.