Workshops

Case Studies in Planned Giving

How do you get your key donors and or board members to make a Legacy commitment to your organization? Planned Giving guru, Russell James, says, "The best way to start that planned giving conversation is to say to a donor, 'Your situation reminds of a case I recently worked on.'' The problem is many non-profit fundraisers and/or executives haven't worked on a planned giving case before.

Once you attend this CNE Planned Giving workshop, you will have worked on 5 actual Planned Giving cases; clients of Geoffrey Close, CIMA©, CPWAO CAP® First Vice President and Wealth Advisor with Morgan Stanley (retired) . Anyone of these cases may be similar to the situation your top donors and/or board members may find themselves in. After attending this program, you'll come away with the confidence to approach your key donors and/or board members to initiate a planned giving conversation that can lead to a legacy plan that will lead to long term sustainability for your organization.

This session will not be recorded. Live participation is essential to the interactive case study experience.

Topic	Philanthropy
When	September 16, 2026 9:00 am - September 16, 2026 11:00 am
Where	Zoom
Trainer	Geoffrey Close
Member Fee	$0.00
Non-Member Fee	$90.00