USM Foundation

Register Today!

Using Legacy Challenges to Encourage Planned Giving Donors to Document Their Intentions

Tuesday, April 4, 2023
10:00 am – 11:30 am
Zoom
Presented by John B. Kendrick, CAP®

Senior Consultant, Michael J. Worth & Associates
Principal, John B. Kendrick Philanthropic Consulting

You don’t need to work at an organization as complex as George Washington University to learn from its success using legacy challenges. John Kendrick, who served as Assistant Vice President of Planned Giving at George Washington from 2008 to 2020, will answer the questions every challenge has in common: How can you secure the matching funds? How big of a matching pool do you need to launch a meaningful program? How can you convince your organization’s major gift officers and leadership buy in?

You’ll learn how to:
• Plan the program, from the initial pitch to managers to the final celebration and beyond.
• Set rules, including which gifts count and how to document them.
• Involve major gift officers, the board, and others whose participation is critical to success.

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