Planned Giving in Action: Strategies, Stories & Solutions

Planned Giving in Action: Strategies, Stories & Solutions

Thursday, August 7 | TIAA Kaspick Campus | Charlotte, NC

Join us for an engaging and informative morning focused on elevating your planned giving conversations and strategies. Hosted at the TIAA Kaspick Campus in Charlotte, this special event brings together industry leaders to share practical tools, insights, and inspiration for your charitable planning work.

️ Agenda Highlights:

• Bill Yaeger, The Citadel Foundation
Planned Giving Conversations
Explore how to confidently initiate and guide meaningful planned giving discussions.

• Beth Wingard, Thompson & Associates
Putting Empathy at the Heart of Your Planned Giving Approach
Learn how to center your donor relationships on empathy and trust to deepen engagement.

• Akadius Berry, TIAA Kaspick
Marketing Life Income Gifts: From Awareness to Demand Generation
Discover strategies to increase interest and action around life income gifts through smart marketing.

• Angelique Harris, Edward Jones
The Three "B"s of Planned Giving: Basics, Best Practices and Booby Traps
This session is a high-level overview of basic planned giving vehicles, key gift administration best practices and a few pitfalls to avoid.

Location:
TIAA Kaspick Campus
Charlotte, NC

Time:
9:30am-2:30pm

Whether you're new to planned giving or a seasoned pro, this event offers valuable takeaways for everyone.

Save the date and plan to join us on August 7!