Join us on May 19th for Ask for a Piece of their Pie: How legacy gifts create a sustainable future for your nonprofit.

Have you ever considered what it would mean to your nonprofit if it benefitted from just one transformative planned gift? Come learn what planned giving is all about, why now is the time to have the conversation, and how you don’t have to be an expert when it comes to making planned gifts for your nonprofit a reality!

Jamie Goble, Director of Planned Giving at Waco Foundation, and Jeremy Mocek, Investment Manager at Academy Capital Management, will share tips and tricks for learning the basics of planned giving so asking your donors for a piece of their pie, will seem like a piece of cake!

For CPA's, 1.8 CPE credit hours are available. There are no prerequisites required and materials will be distributed on-site.

Schedule:

• 8:30 - 9:00 am - Doors open for refreshments & networking
• 9:00 am - Welcome, program begins
• 10:30 am - Program concludes!

We encourage you to submit your organization's events to Act Locally Waco! You are welcome to bring flyers to place on tables but please pick them up after the session. Thank you

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