How to Start the Planned Giving Conversation with Your Donors

Planned Giving doesn’t have to be scary!

Too often we hold back in broaching the topic of an estate gift out of fear of sounding morbid or because we’re afraid we lack the needed technical skills. Yet, engaging donors in legacy conversations can be incredibly uplifting for everyone involved.

Join us to learn to identify cues and clues that a donor is ready to discuss a planned gift, as well as a few tips on how to initiate legacy conversations.

Tickets are pay-what-you-can, valued at $12/person.

Meet our speaker:

Linda Spuck is Principal of Linda Spuck Consulting, providing effective, actionable advice to maximize philanthropy.  She shares her passion for helping charities and foundations find the most effective ways to achieve their missions through fundraising counsel, legacy planning, and strategic board governance. Ms. Spuck’s practice focuses on sharing best practices gleaned from observing and learning from hundreds of outstanding fundraisers and leaders and her personal experiences gained from over 20 years in the philanthropic sector. Until October 2017, Ms. Spuck served as a Senior Trust Officer at Union Bank, The Private Bank, specializing in charitable planning and trust administration for individuals, families and non-profit organizations.