Planned Giving Roundtable


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. 

December Topic

Planned Gifts from IRAs

Anna O'Connell of Merrill Lynch will share how Individual Retirement Accounts can be used as a planned giving tool. 

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. 


Executive Directors, Development Directors, Development Staff


December 5, 2019 11:30 AM   through   1:00 PM
Center for Nonprofit Excellence, United Way of Central New Mexico
2340 Alamo SE, 2nd Floor
Albuquerque, 87106
Phone: 505-247-3671

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