Where Do Bequests Come From and How Do I Get More of Them - CLEVELAND / DETROIT Region Workshop

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


About the Workshop:

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 you can solicit them.

Audience Level:

All levels


Presented by:

Geoffrey-peters.jpg

Geoffrey W. Peters
CEO
Moore DM Group
Tulsa, OK

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:

Thursday, November 16, 2017
9:00 a.m. Registration/Coffee
9:30 a.m. Program
12:30 p.m. Lunch (included) 

Location:

Sisters of Notre Dame
13000 Auburn Road
Chardon, Ohio 44024

Fees:

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

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