Where Do Bequests Come From and How Can I Get More of Them?

Where Do Bequests Come From and How Can I Get More of Them.jpg


About the Workshop:

Each type of deferred or planned giving is different – each has a different audience – and the type of solicitations are also different.  Too often they are lumped into one category with a one size fits all approach when the most effective approach is to understand the different audiences and types of solicitation for each.

Learn more about the three main types of deferred giving: bequests, tax preferred trusts, and charitable gift annuities - where those gifts come from and how can you solicit them.


Presented by:

Peters05.jpg

Geoffrey W. Peters
CEO
Moore DM Groupe

Geoff was formerly President of one of the USA’s oldest direct mail fundraising agencies and later President of Creative Direct Marketing International, a global fundraising agency specializing in European and Asian countries.  For nearly 20 years he worked with international charities in 26 countries and with their U.S. and European and Asian staffs on their direct response fundraising programs and legal and accounting rules used to regulate nonprofits overseas.

 


Date and Time:

Tuesday, April 25, 2017
9:00 a.m. Registration/Coffee
9:30 a.m. Program  
12:30 p.m. Lunch (included)

Location:

Daughters of Charity
4330 Olive Street 
Saint Louis, MO  63108

Fees:

Members: $60 (Remember to sign in to receive your discount)
Nonmembers: $75

 

WANT MORE INFORMATION ABOUT THE WORKSHOP BEFORE YOU REGISTER? 

 

This workshop is co-sponsored by:

Zielinski_logo.jpg

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

HAVE YOU HEARD ABOUT OUR BLOG FOR CATHOLIC FUNDRAISERS?
In this blog, we explore the ins and outs of fundraising and development in the Catholic nonprofit world. From tips on getting the most out of annual conferences to nurturing donors to managing your team, we want to help you advance your mission.
SUBSCRIBE TO THE CATHOLIC FUNDRAISER