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/ Annual Conference / Past Gatherings / 2017 Gathering / 2017 Keynote and Workshop Materials

2017 Keynote and Workshop Materials

JFNA Harford: Increasing Donor Options Without Increasing Liability - A When (and How to) Guide to Gift Acceptance Policies | PPT
JFNA Hartford: The Simple Secrets (and Guide) to Drafting Endowment Policies | PPT
Conversation Project: Conversation Starter Kit
Conversation Project: Proxy Kit
Formalization Panel Presentation
Built-in, Not Tacked on: Strategic Planning for Legacy | Worksheet
US Trust Study of the Philanthropic Conversation
HNW Study of Philanthropy - Lilly Family School of Philanthropy
Chronicle Financial Professionals Article
Building an Impact Organization - Rabbi Uram
Bringing Your Donor Stories Online - Debra Askanase
Yes! You Can Use Social Media for Legacy Gift Cultivation - Debra Askanase
Matterness: Making Donors Feel Known, Heard, and Valued - Debra Askanase
Nurturing Your Legacy Donor Quotes - Workshop
Keeping Donors Engaged for the Long Haul - Workshop
Crafting Your Legacy Story - Tamra L. Dollin

2017 Keynote and Workshop Materials

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