Creating and Sustaining a Legacy Program

Creating and Sustaining a Legacy Program

What is planned giving fundraising and is it right for your organization? Planned giving fundraising encourages 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 planned giving program:

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

Matt will talk about the best practices for a legacy challenge and what it can do for your organization. Lavine will share how they created a planned giving program with no additional staff, very low cost and how it is making a VERY positive impact.

Presented by AFP Utah Chapter and UPGRT.
This event is approved for 1 CEU credit for CFRE.

Lunch is included. 

Event Information

Event Date 06-13-2024 11:45 am
Event End Date 06-13-2024 1:00 pm
Individual Price $25 members | $40 non-members
Location The Wasatch Retreat & Conference Center

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