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. To better support the donors at your organization, philanthropy leaders must understand the gift planning tools that are available to donors so they can care for their loved ones in life and after death and support the nonprofit organizations that they care for. More importantly, it is critical for the fundraiser to understand the motivations a donor may have for leaving a planned gift to a charity and the ways you can assist donors in planning for the legacy they would like to leave behind. This interactive session will help fundraisers understand how to do “values-based charitable estate planning.” Presented byKen Turpen, CFRE, CGT, FCEPExecutive Vice PresidentThompson & Associates DATE AND TIME Thursday, September 26, 202411:00 AM – 12:30 PMVia Zoom EVENT REGISTRATION $25 Members$35 Non-Members Approved for 1.5 CEsfrom CFRE International
