Sep 18 2025 9:00AM
A Development Officer, a Financial Planner, and a Lawyer Have Lunch with a Donor…
This discussion will focus on what type of information each of us receives from donors, how we interpret that information, and how it informs our next steps in gift planning and consulting. We will look at a hypothetical donor, the several types of gifts that may be appropriate for them, and how each member of the team plays a role. We can expand the conversation to other donor scenarios. Spoiler alert, donors share much more with lawyers and financial planners than they do with gift officers!
Sep 18 2025 10:30AM
Finger on the Pulse of Planned Giving
Join Bank of America’s Ed Abdelnour as he moderates a conversation with senior leaders to discuss the current climate. Among other things, we will discuss tax law changes, concerns, and opportunities in our industry.