Creating and Sustaining a Legacy Program

What is Legacy Giving? Legacy giving is a type of fundraising in which donors create gifts for nonprofits as part of their estate plans. Learn from two experts in the field about how to create and sustain a Legacy program:

• Matt Claflin, CFP®, Senior Manager, Planned Giving, Best Friends Animal Society®
• Lavine Shapiro, Funds Director, Utah Food Bank.

Matt will share about their recent success in creating a Legacy Challenge to recruit new members. Lavine will share how they created a Legacy program with no additional staff, very low cost and how it is making a VERY positive financial impact. 

Presented by AFP Utah Chapter and UPGRT.