Phi Club: The Adventures of Planned Giving (Virtual)

This session will briefly explore why we love this field, then examine the foundations of a strong planned giving program. We will look at key definitions, a few of the planned giving platforms and ways to effectively market and steward your program. The presenters will walk through the implications of recent tax law changes and Federal Government actions, and talk through some very cool "real life" examples of estate gifts.

Speaker:

Bill Lynerd, Major and Planned Giving, The Field Museum