The transfer of wealth is REAL – an estimated $50 trillion moving from one generation to the next over the next 20 years! Is your organization ready?
In this session, you will learn:
- Simple steps to start or refresh your Planned Giving program
- Easy marketing tips and tricks to spread the word
- How to make the “ask” and the “close” for a planned gift
- Documents, policies and procedures to get started
Thursday, April 28, 2022
Networking: 8:30 a.m.
Seminar: 9:00 a.m. – 12:00 p.m.
UGA Gwinnett Campus
2530 Sever Road
Free Seminar – Registration Required