Workshops

Case Studies in Planned Giving

[Rescheduled from 12/9/25 due to inclement weather.]

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.

Topic	Philanthropy
When	March 17, 2026 9:00 am - March 17, 2026 11:00 am
Where	1701-A Allied Street, Charlotteville, VA 22903
Trainer	Geoffrey Close
Member Fee	$55.00
Non-Member Fee	$90.00