Empowering Fundraising Professionals: Mastering Legacy Planning for Financial Security and Philanthropy
Thursday, May 9th, 2024
11:30 a.m. - 1:30 p.m.
Region Event Center
858 Monterey St.
San Luis Obispo, CA 93401
Calling all fundraising professionals! Join the AFP SLO County Chapter for an exclusive workshop designed to elevate your expertise in legacy planning. Hosted at the Region Event Center in San Luis Obispo, this month's program features insights from industry leaders Allie Burnett, Senior Director of Gift Planning at Cal Poly, and Brynne Speizer, CFP®, Vice President at EP Wealth Advisors (formerly Wacker Wealth Partners).
Discover essential strategies for estate planning, wealth preservation, and maximizing charitable giving impact. Gain practical knowledge on wills, trusts, tax considerations, and innovative approaches to integrating philanthropy into estate plans. We will clarify the differences and appropriate strategies for two popular vehicles: Donor Advised Funds (DAFs) and qualified charitable distributions (QCDs). Learn how to effectively communicate estate planning benefits to donors and navigate complex financial landscapes with confidence.
Whether you're a seasoned fundraising professional or new to the field, this workshop provides invaluable tools to enhance your donor relationships, secure major gifts, and advance your organization's mission. Don't miss this opportunity to sharpen your skills and unlock new opportunities for financial security and philanthropic excellence.
Register here