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Nourishing Roots of Legacy Giving Virtual Seminar – 2025
Webinar
WeConservePA member organizations and their teams can get a jump on planting seeds with donors to realize year-end gifts of Qualified Charitable Distributions (QCDs) especially for those donors with Required Minimum Distributions(RMDs). This is also ideal timing for prompting donors who have Donor Advised Funds (DAF) to recommend grants, and gifts of appreciated stock.
Topics
- Communicating Opportunities to Give before 12/31 – The time is NOW! Donors need time to consider recommending DAF and QCD gifts to your organization. This virtual webinar will walk through messaging to enhance year-end contributions.
- Spotting and nurturing your most promising seedlings: Your database can tell you a lot about your field and forest. This virtual webinar will walk through key indicators of who in your database may be most receptive to outreach on legacy giving.
- How to plant your seeds: communicating options to promote germination – This virtual webinar will look at newsletters, email messages, websites, and event announcements to help you spread the word, without incurring significant costs.
Presenter
Stephen P. Link | Director of Philanthropic Services, Cornerstone Advisors Asset Management
$25.00 Virtual Seminar Fee (free for WeConservePA members)
Reach out to [email protected] if you need your member code.
