In the digital age, conversations with our clients and donors about their planned gifts can venture into topics that gift planners didn’t have to consider a generation ago. This presentation will cover modern planning issues that our clients and donors are facing in 2014 and can give us a different way to engage in gift planning and legacy conversations.
Committee shirt sleeves sessions
and breakfast until 8:05am
8:10am: Program Presenter commences
9:10am: Presenter concludes
Dialogue with presenters and complete Shirt Sleeves
Session until 9:30am
PO Box 4130 Scottsdale, AZ 85261