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The ABC’s of Planned Giving – A Summit for Fundraising Professionals

October 27, 2022 @ 11:30 am October 28, 2022 @ 1:30 pm

The Montana Chapter of the Association of Fundraising Professionals proudly presents “The ABC’s of Planned Giving: A Summit for Fundraising Professionals”. This multi-session program includes keynote Sally Schaeffer who will share the latest news about the Legacy IRA Act, as well as several front-line practitioners from across the state who are leaders in the field of planned giving and major gift development.

While not everyone needs to be an expert in planned giving, comprehending the basics can help you help your donors see the possibilities, while advancing your institution’s own
development efforts. You’ll be immersed in discussions about planned giving prospects—their motivations and practical considerations regarding assets and timing, learning to close larger gifts than you may have thought possible.

Full participation in “The ABC’s of Planned Giving: A Summit for Fundraising Professionals” is applicable for 5.75 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.


October 27, 2022 @ 11:30 am
October 28, 2022 @ 1:30 pm
Event Category:


Association of Fundraising Professionals – Montana Chapter
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1223 Mullowney Ln #6391
Billings, MT 59101
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