Gift Planning on a Shoestring

presented by

Kent C. Weimer, CAP®
Director of Trusts, Estates & Gift Planning
Parkland Foundation

Members: Free | Guests: $10.00

Charitable gift plans are usually the ultimate gift a donor will make to your organization—researcher Russell James found they can be eleven times larger than total annual giving for the largest estates. Dr. James also shows that donors who include your charity in their estate plans typically increase their annual giving, so an organized charitable gift planning effort will likely show results even before the first bequest is realized.

Can you reap those benefits on a budget? This presentation includes advice on low cost ways to keep these ultimate gift opportunities in front of your loyal supporters through consistent multi-channel messaging and talking points for all front line fund raisers. You will also discover some ways to identify those who may have an inclination to include you in their estate plans.

Kent C. Weimer, Chartered Advisor in Philanthropy®, Director of Trusts, Estates & Gift Planning, Parkland Foundation. At Parkland Foundation Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. He has 40 plus years of experience in fund raising and has been actively involved in CGP for 20 years including leadership roles at the Dallas and Chicago Councils. He is also Chair of the national board for 2020. Kent is an active member of the Dallas Estate Planning Council and, as a CAP®, has been a volunteer facilitator for the local Chartered Advisor in Philanthropy® study groups.

After you RSVP, a Zoom link will be emailed to you the week of the event.