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.
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.
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
2340 Alamo SE, 2nd Floor
Email: [email protected]