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Hosted by  Charitable Gift Planners of Connecticut

9:15 am Building Board Participation In Legacy Societies ; 10:45 am Sexual Harassment Prevention in the Planned Giving Workplace

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, January 10, 2019
9:15 AM - 12:00 PM Eastern Time

Location
Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
Website for Location
Map for Location



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Guest Fee $50.00
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Qualified retirees and individuals between jobs $30.00
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Agenda

 


Eve B. Forbes
Director of Gift Planning
 Quinnipiac University

Jan 10 2019 9:15AM


Building Board Participation In Legacy Societies


All non-profits strive to achieve 100% participation by board members in our fund-raising efforts. Those who dare to dream set their sights on an even more ambitious goal of 100% trustee legacy society membership, in the hopes that it will convey the significant importance planned giving has on the success of our organization. Eve will present how Trinity College achieved that goal and how—with important key elements—you can too.


Jarad Lucan
Shipman & Goodwin

Jan 10 2019 10:45AM


Sexual Harassment Prevention in the Planned Giving Workplace


• What to do when your donor is inappropriate?
• How to set guidelines to protect your millennial staff?
• Where to draw the line with donor familiarity?
• When the donor blurs the line of what is appropriate, what is the right response?
• Should there be a written clause in a nonprofit’s Gift Acceptance Policies?

Registration Fee
Member
No Charge
 
Non-Member
$50.00