Gift Planning Group

LOCATION: The Century House in Latham, New York

Explores how development offices at all levels can use donor data to identify the best prospects for bequests as well as life income gifts. Whether or not you use a wealth screening product, this session will give you some insights and actionable takeaways to boost your organization’s planned giving efforts.

PRESENTER: Linda S. Garrison, CFRE, Senior Consultant, WealthEngine