About

The Planned Giving Roundtable is an ongoing group that provides a space to talk about the different aspects of legacy gifts. Each month there is a different topic and the space is open to nonprofits at any point in their planned giving journey. 

May Topic

Understanding the Estate Planning Process 

Legacy gifts are often one part of a donor's overall estate planning. Join us to hear Dean Cross, Trust Officer at Los Alamos National Bank, speak about the estate planning process and how he works with the nonprofits that his clients select. 

Participants are encouraged to bring their lunch to this brown bag event.  

CFRE Credits

Participants can receive 1.5 CFRE credits for this training. Participants must ask for a CFRE certificate when they check-in on the day of the training. 

Audience

Executive Directors, Development Directors, Development Staff