 Tackling the Top of the Donor Pyramid: Creating a Planned Giving Program
- Thursday, April 29 — Noon to 1:30 p.m.
Northwestern Michigan College, University Center, room 5
Scott Schroup, CIMA®, CAP®, CFTA®, Investment Associate and Financial Advisor
Fee: $10, bring your own lunch
- Planned giving can be the most complex of fundraising strategies. From the various financial instruments that can be employed to delicate discussions with prospective donors and their heirs, it can be a tough for even the most seasoned fundraiser. During this session, we will discuss the range of financial instruments, how to implement a planned giving committee, how to recruit technical experts to support your program, how to communicate about planned giving, and how to approach prospective donors and their heirs about estate plans. Entry to advanced-level practitioner.
Directions to the University Center:
Coming
from the east on M 72:Turn left at the Acme Stoplight
onto US 31. At the 7th light, just past the NMC main campus, turn left
onto Garfield Avenue. At the 6th light turn right onto South Airport Road.
At the 3rd light turn right onto Cass Road. The NMC University Center
sign is on the right, about 1/2 mile from the light.
Coming
from the south on M-37/US 31: Head north on M-37/US 31
into Traverse City to the large intersection at South Airport Road (near
the Grand Traverse Mall). Turn right onto South Airport Road. At the 3rd
light turn left onto Cass Road. The NMC University Center sign is on
the right, about 1/2 mile from the light.
Coming
from the north on Grandview Parkway: Turn left on Cass
Street. Continue on Cass through 4 lights and around large curve. The
University Center sign is on the left.
A
map (516kb) in Adobe Acrobat format is available for viewing.
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