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Hosted by Planned Giving Group of Connecticut

9:15 am Topic TBA; 10:45 am On Becoming an Enlightened Generalist: Philanthropic Mortgages and the Blended Gifts of Personalized Philanthropy ~ Keys to Putting the Donor First

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $50.

 
2.5 CFRE CE are approved. 

Thursday, January 9, 2020
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




Agenda

 

Jan 9 2020 9:15AM


Topic TBA




Steven L. Meyers, PhD
Vice President, Center for Personalized Philanthropy
Personalized Philanthropy

Jan 9 2020 10:45AM


On Becoming an Enlightened Generalist: Philanthropic Mortgages and the Blended Gifts of Personalized Philanthropy ~ Keys to Putting the Donor First


Your home mortgage is personalized. Your gift planning is not! In this session, we'll examine the popular phenomenon of "blended gifts" from a radically different perspective – that of an enlightened generalist who practices the art of putting the donor first. Learn to apply the elegant and deeply transforming concept of the Philanthropic Mortgage: the purposeful and intentional staging of current and future gifts over a donor's lifetime. Mastering virtual endowments, philanthropic mortgages and step-up gifts may well restore your creativity and transform your practice. This session will help bring larger gifts to you and greater impact to your donors, sooner.



Registration Fee
Member
No Charge
 
Non-Member
$50.00