Presentation from February 8, 2018 - 8th Annual Planned Giving Symposium: Fundamentals In Planned Giving How To Build Your Prospect List and Know When It’s Time for a Conversation

02/16/2018 10:07 AM | Ron Gallagher (Administrator)

Presentation from February 8, 2018 - 8th Annual Planned Giving Symposium: Fundamentals In Planned Giving - How To Build Your Prospect List and Know When It’s Time for a Conversation

Presented by: John Erstling, Senior Vice President of Community Engagement and Donna Morrow, Director of Development

CLICK HERE to download and view the presentation (PDF)

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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