Building Trust and Encouraging More Planned Gifts

This webinar took place on Wednesday, September 7, 2016 from 7:00-8:00PM ET.

A recording of the webinar and copy of the slides are posted below.

One of the biggest obstacles to making a planned gift to a parish or Episcopal institution is the lack of trust in its leadership or its ability to handle gifts properly. Making a planned gift raises your parish or institution to the ‘level of family’ in a donor’s estate plans; so a lack of trust introduces a major impediment. Join our webinar to learn how leaders can build trust to encourage planned gifts among donors, and hear about the pitfalls that can be caused by a lack of trust.

Presented by Jim Murphy, Managing Program Director, Financial Resources and Ken Quigley, Senior Program Director, Endowment Management Solutions.

PPT Slides for Building Trust and Encouraging More Planned Gifts 09.07.16