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Do you worry that your organization will miss out on the intergenerational transfer of wealth? Are you wrestling with how to build your organization's capacity to attract legacy and endowment gifts? Do you feel overwhelmed by planned giving techno-babble? Would you benefit from straightforward strategies to engage prospects? Join Caleb B. Rick, JD and Greg Lassonde, CFRE for this webinar on simple steps you can take to develop a strong foundation for your legacy giving program.

Target Audience:

All audiences will benefit from learning how legacy giving is essential to creating long-term mission sustainability.

About the Presenters:

Caleb B. Rick, JD, is the founder of Legacy Giving, an adjunct professor of nonprofit Management at Vermont Law School and a nationally known proponent of donor-centered, outcomes based planned giving. He has counseled hundreds of charity leaders on legacy and endowment giving, and spoken at dozens of conferences over his twenty year career.

Greg Lassonde, CFRE, is a co-founder of Legacy Giving, and runs a planned giving consulting practice in the San Francisco Bay Area where he is a frequent presenter on building a significant legacy program on as little as 5% of your time. His nearly three decades of fund development work includes a wide variety of nonprofits agencies. He founded the Basics Course on Planned Giving 11 years ago through the Northern California Planned Giving Council.

Webinar Objectives:

Understand the importance of legacy giving and the revenue opportunities it offers.

Learn the measures of a successful program.

Appreciate why legacy giving is important for your organization and its supporters.

Know the steps to begin or grow your program.

Audio Conference Discussion:

Program will be followed by a short discussion.

Audio Conference Details:
Date:	Wednesday, July 14, 2010
Time:	10:00 a.m. - Noon Please plan to arrive about 10 minutes early as the audio conference begins promptly. A short facilitated discussion will follow the program at 11:30 a.m.
Location:	United Way 4699 Murphy Canyon Road San Diego, CA 92123 Map via maps.yahoo.com
Fees:	Members: No Fee Audio Conferences are a Member Benefit Please Login to Register and RSVP Non-members: $30 Please Login To Register and Pay by Credit Card
How to Register:	Click on the "Login" button located on this page. Login using your email address and password. Click on "Event Registration". Follow the prompts.
Non-members Without Accounts:	Non-members click here to create your account.

Event Registration Cancellation And Refund Policy:

Cancellations must be received in writing prior to Early Bird Deadline.
Refunds will be processed within 30 days after the meeting.
Refunds will not be granted after Early Bird Deadline.
Refunds will not be given for no-shows.
Those who RSVP, state they will pay onsite and then do not show, will be billed at the rate when the individual first contacted the AFPSD office.

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