VALUES BASED ESTATE PLANNING –
UNDERSTANDING WHAT MOTIVATES DONORS

Understanding the landscape of philanthropy and recognizing the incredible transference of wealth taking place in the US, is simple to understand. Generations pass and as such, so do the assets. Philanthropy leaders must understand the planning tools that can be used to help donors take care of their heirs, and the nonprofit organizations that they love. That’s first. Second, but more important, is understanding the motivations for leaving a bequest to charity or why use those giving instruments. It’s their values. This interactive session will help fundraisers understand how to do “values-based charitable estate planning.”



Presented by
Ken Turpen, CFRE, CGT, FCEP
Executive Vice President
Thompson & Associates

DATE AND TIME

Thursday, July 25, 2024
11:00AM – 12:30PM
Via Zoom

EVENT REGISTRATION

$25 Members
$35 Non-Members



PENDING APPROVAL for 1.5 CEs
from CFRE International