November 20, 2013 Joint Meeting

The Ultimate Ask: How to Work With Donors to Secure a Planned Gift

Doors open at 11:30 and the program starts promptly at noon! Park in the River Park Square garage and receive a voucher for your first 90 minutes of parking.

The Ultimate Ask…talking with someone about their estate plans. An uncomfortable subject to be sure! A panel of experts will help us work through the process of getting a donor to the point where we can have a discussion about estate planning and how to get yourself to actually say the words, “Have you thought about including us in your estate plans?”

Note that this seminar is on the 3rd Wednesday of the month. We will be meeting in partnership with INDC.

Our esteemed panelists: Carol Neupert, PJ Watters, Paul Fitzpatrick

PS: This meeting has been pre-approved for CFRE credit!

RSVP NOW – Please do not register if you have already done so with INDC, thanks!