Tuesday, October 29, 2024

4:30-5:30 p.m

I. Building and Maintaining an Effective Planned Giving Pipeline

The ability of retirement communities to achieve a healthy bottom line is directly tied to the effectiveness of their planned giving programs. Yet, too often, planned giving is left to chance and the good graces of self-identified donors. This session will examine how single-site and multisite senior living communities can build a pipeline of gifts over time. Presenters will share the giving strategies that resonate most with donors, including bequests, charitable trusts, and legacy societies. You’ll leave this session understanding the importance of developing solid relationships with donors and the need for your marketing professionals, financing executives, and board members to recognize planned giving’s impact on your organization’s bottom line.

  • William McMorran, Sr. Partner, Green Oak Consulting Group
  • Z. Allen Abbott, Vice President of Philanthropy, Baptist Senior Family