Whether you call it planned giving or gift planning, helping donors make meaningful gifts from a wide range of assets is easier than you might think. Spend a day with other USM advancement staff for a deep dive into this fascinating (yes, really!) area of philanthropy. Gift planning is for everyone – and involves far more than gifts in wills! Everyone working in advancement is welcome and encouraged to join us.
Thursday, November 9, 2023
9 am – 3 pm
The Universities at Shady Grove (USG)
Building 2, 9630 Gudelsky Dr., Rockville MD 20850
(Park on Levels 2-6 of Traville Gateway Garage, & Shady Grove Garage)
A lighthearted “Unplanned Giving” edition of Jeopardy!
Breakout sessions on philanthropic planning in the African-American community, simple ways to steward planned gift donors, understanding community foundations, and smarter-than-cash gift strategies.
Opportunities to network with your colleagues across the System
Top Row (L-R): Aquanetta Betts, Beth Fiencke, Shari Fleming
Bottom Row (L-R): Ann Kolakowski, E. John McKee, Rebecca Rothey
Registration Fee: $25* per person. SEE BELOW TO PAY BY CREDIT CARD. IF YOU WOULD PREFER TO PAY BY CHECK OR JOURNAL TRANSFER, please click here.
Attendance is limited to the first 100 participants and will close by no later than at 5 pm Eastern on Wednesday, November 1.
*Scholarships are available. To apply, forward your supervisor’s written confirmation (email is fine) of financial need and permission to attend the conference to Ann Kolakowski, USM Director of Gift Planning Services, by Monday, October 23.
Please contact us as soon as possible if you need special accommodations to fully participate in the day.
Questions? Contact Ann Kolakowski.
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