Alumni Lead the Way

Planned Gifts & Bequests: Here Today, Gone Tomorrow?

A webinar for fundraisers in higher education on the art of securing bequests

Investment consultants charge thousands for this advice. We’re pleased to offer the full recording of the live webinar on a complimentary basis. Click here for more information. *Please note: space will be limited.

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Are you a fundraiser in higher education? Want to learn how to better cultivate, monitor, and steward planned gifts and bequests?

Sign up for our free professional development webinar:

Planned Gifts & Bequests: Here Today, Gone Tomorrow?A webinar for fundraisers in higher education on the art of securing bequests

Date and Time: Tuesday, June 18th from 12:00 – 12:45 PM CST

In this 45 minute webinar, we’ll tackle the biggest challenges related to not only cultivating but also documenting, monitoring, and stewarding planned gifts and bequests. For example, once you have a planned gift commitment, how do you ensure that it is realized and both the donor and the institution’s expectations are met? If the bequest is a percentage of an estate, how do you prove and track the dollar value of the gift over time and development staff turnover? How do you talk to donors with sensitivity and clarity regarding their will and estate plans?

Robert Fealy, a Chicago-based business leader and major gift fundraiser, will lead the discussion. Bob is the previous chairman and interim president of the University of Cincinnati Foundation, and chair of four recent campaigns, including the Chicago Children’s Choir and The Morton Arboretum.

This webinar is part of our thought leadership. Join the ALUMinate Research Consortium here and then reserve your spot at the webinar here.

Wondering if this session is right for you? All fundraising and advancement professionals (including planned giving staff, major gift officers, regional gift officers, gift processing staff, advancement services staff, and investment consultants) who want to make their approach to planned gifts and bequests more strategic are welcome.