Planned Giving for Nonprofits

Please be aware that this event is now postponed until a later date (TBA) due to a precautionary policy that our event co-host, American National Bank is implementing. Thank you to those who have already reserved spots – we will be reaching out to get preferences from each of you on the rescheduled date. Please feel free to contact us via email at info@danrivernonprofits.org with any questions. At this time, all other operations and events with the Nonprofit Network are proceeding as normal.

What is planned giving…and how can nonprofits use it to support their work? Planned giving is also commonly known as legacy giving, deferred giving, and endowment building. A planned gift is a donation nonprofits receive now but typically cannot use until later. Planned giving can include bequests, trusts, pooled income funds, and annuities. Join us for a presentation that explains:

— Why planned giving is important for nonprofits

— How to recognize and prepare for potential donors

— Charitable trusts and pooled funds

— Other charitable gifts of non-cash assets (real estate, personal property, stocks, etc.)

This presentation will be led by Luke Young, a Trust Officer at American National’s Trust and Investment Services. He has 14 years of experience in estate planning and trust administration.

Location: American National Bank, 628 Main Street (Upstairs Boardroom)

Who should attend?: Nonprofit leaders, board members, fundraisers/development staff & consultants

Cost: FREE for members, $10 for general. Registration required:

Register Now