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Mastering Planned and Legacy Giving (in-person)

Mastering Planned and Legacy Giving (in-person)

Thursday, January 18, 2024
10:00 AM - 1:30 PM (CST)

Carr, Riggs & Ingram, LLC, 7550 Halcyon Summit Drive, Montgomery, AL 36117

* Registration open until 1/17/24 at 10:00 AM (CST)

Event Details

About the Training - Level 101 and above
What if a donor’s attorney told you their client had included your nonprofit as a beneficiary of their estate plan for $100,000 at their future death? And then the donor changed their Will to include another nonprofit instead, because they never heard from you after you were notified of their gift?
You just LOST $100,000!
This is one of many real life examples you will work through in this training as you:
1) learn how to secure these six-figure gifts and keep them with proper donor stewardship; 
2) learn the language of planned giving (hint: it’s NOT about death!);
3) learn how you can build a solid program with little or no extra budget;
4) learn how legacy gifts can increase your bottom line today, not twenty years in the future. 
This is not a training on taxes or technical aspects of legacy giving, but rather about marketing & securing gifts. You'll leave rehearsed and well prepared to call on your top three prospects and master your fears!
We hope you'll join us!
About Susann Montgomery-Clark
Susann has been published in NonProfit World, The Chronicle of Philanthropy, and Planned Giving Today; has presented at Alabama Association of Nonprofits summits and national United Way conferences; and has trained many boards and staff on the art and science of planned/legacy giving for more than twenty years. She served as planned giving director at United Way of Central Alabama when they were named “Best Planned Giving Program in the Nation,” as Ascension St Vincent’s Foundation Planned Giving Director, and then as President of Clark Consulting LLC, where she trained nonprofits to raise legacy gifts. She also served as President of the Alabama Association of Fundraising Professionals, the Alabama Planned Giving Council, Komen for the Cure, and several other nonprofits.

For More Information:

Deidre Clark
Deidre Clark
Director, Membership and Community Engagement Alabama Association of Nonprofits (205)222-4572