Training #5 Formalizing Legacy Commitments

October 18, 2023 Free
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Moving a donor from intent to a formalized legacy commitment is the next step in insuring a commitment comes to fruition. This workshop provides guidance on how to have a follow-up conversation with a committed legacy donor and guide them to action that includes the legal paperwork to formalize their gift. This session includes role-plays so participants become comfortable having these follow-up conversations.

Dinner is served at 5:30 p.m. and our presenter, Arlene Schiff be joining us in person and will begin her presentation at 6pm.

This training is open to anyone who wants to receive an overview of the LIFE & LEGACY program and how this program assures Jewish tomorrows.

Please make your rsvp by October 11.

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Fact Sheet
Wednesday, October 18, 2023, 5:30 pm - 8:00 pm
* Registration closes on October 11th at 12:00 am

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