UW NEXT Webinar: Planned Giving Vehicles & Gift Acceptance Policies скачать в хорошем качестве

UW NEXT Webinar: Planned Giving Vehicles & Gift Acceptance Policies

In this installment of our Planned Giving Webinar series, United Way NEXT is proud to welcome our speakers Denise Fleckenstein and Eve Powell! Not only are Denise & Eve UW NEXT members, but Planned Giving Faculty Volunteers and Mentors too! Together they have more than 40 years of major gifts and planned giving (PG) experience & facilitate each of the UW NEXT PG webinars in 2025. Pulling from Roma Bose's original presentation, this informative session covered: • The definition of planned giving • Why planned giving matters • 5 basic planned giving vehicles • Recognizing and stewarding legacy donors • Utilizing FreeWill to build your gift pipeline • How to access your FreeWill data and donors (UWO) • The importance of gift acceptance policies • What to include in your gift acceptance policy • 5 practical takeaways you can start today What's NEXT? 💙 Join a community of United Way professionals at https://www.unitedwaynext.org/join-re... 💙 Register for an upcoming event at https://www.unitedwaynext.org/events.... 💙 Follow us on social media! www.linkedin.com/company/unitedwaynext/ www.instagram.com/united_way_next