How Planned Gifts Impact Faith Based Nonprofits – Their Donors and Those They Serve

  • 03/11/2021
  • 11:45 AM
  • Virtual Program Meeting



Join us for a panel discussion on how planned gifts impact faith based nonprofit organizations. Don't miss this opportunity to learn from a panel of experts as they share their experiences and answer the following questions:

  • What challenges did/do you encounter when promoting planned giving within your organization – both to internal markets (executive leadership and board) and external markets (donors and beneficiaries of programs and services)?
  • How have planned gifts actually impacted your organization? What is the “typical” gift type you have received? Do you have a story to share about this?
  • How receptive are your benefactors/members to discussing planned gifts? What is the “typical” gift type your donors are interested in? Do you have a story to share about this?
  • What programs have you put in place to promote planned gifts?
  • What future plans do you have to promote planned gifts?

Program Panelist:

Celeste Hart, Salvation Army

Cliff Evan, Catholic Foundation

Kellie Keller-Smith, Jewish Foundation and Federation of Jacksonville 

Moderator: Tania Yount, Barnabas Center

Cost: Planned Giving Council Members: Free; Nonmembers - $10 per person

Zoom virtual meeting details will be sent to registrants prior to meeting. 

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.