Planned Giving Roundtable
A space to talk about the different aspects of legacy gifts open to nonprofits at any point in their planned giving journey.
About:
The Planned Giving Roundtable is an ongoing group that provides a space to talk about the different aspects of legacy gifts. Each month there is a different topic and the space is open to nonprofits at any point in their planned giving journey.
December Topic:
Planned Gifts from IRAs
Anna O'Connell of Merrill Lynch will share how Individual Retirement Accounts can be used as a planned giving tool.
Participants are encouraged to bring their lunch to this brown bag event.
Audience:
Executive Directors, Development Directors, Development Staff