“PLANNED GIVING: YOU DON'T HAVE TO BE AN EXPERT”

Don’t limit your potential. When your organization is not engaged in planned giving, you have effectively limited your donors’ giving potential.

You don’t have to be an expert, but you need to know some basics. From experience, most, if not all, estate gifts that organizations will deal with will be bequests. You can get started without being an expert on the alphabet soup of planned gift instruments (CRUT, CRAT, NIMCRUT, CGA, etc.).

Join us as our presenters, Stuart Angert and Linda Kahn, explain what you really need to know with planned giving!

OUR PRESENTERS:

STUART H. ANGERT Commissioner New York State Office of Parks, Recreation and Historic Preservation	LINDA KAHN Development Professional and Institutional Strategist

TIMES:   

7:30 a.m.   -  Registration and Breakfast Buffet
8 – 9 a.m.  -  Presentation

Meeting will be held in the Lounge/Loggia on the second floor of the Saturn Club.

THANK YOU TO OUR MONTHLY PROGRAM SPONSOR:

Peter Fleischmann • Director and CEO
Foundation for Jewish Philanthropies
716-204-1133 • www.jewishphilanthropies.org

Their support has made this program possible. If you are interested in learning how you can become a monthly sponsor, please contact [email protected] or call 508-0742.

 The Western New York Planned Giving Consortium, Inc. is a not for profit professional organization
which was founded in Buffalo in 1993. We are a local council of the Partnership for Philanthropic Planning
headquartered in Indianapolis. Our mission is to help people and organizations create charitable
giving experiences that are the most meaningful in achieving both charitable mission and
the philanthropic, financial, family and personal goals of the donor.