Planned Giving doesn’t have to be scary!
Too often we hold back in broaching the topic of an estate gift out of fear of sounding morbid or because we’re afraid we lack the needed technical skills. Yet, engaging donors in legacy conversations can be incredibly uplifting for everyone involved.
Join us to learn to identify cues and clues that a donor is ready to discuss a planned gift, as well as a few tips on how to initiate legacy conversations.
Tickets are pay-what-you-can, valued at $12/person.
Meet our speaker:
Linda Spuck is Principal of Linda Spuck Consulting, providing effective, actionable advice to maximize philanthropy. She shares her passion for helping charities and foundations find the most effective ways to achieve their missions through fundraising counsel, legacy planning, and strategic board governance. Ms. Spuck’s practice focuses on sharing best practices gleaned from observing and learning from hundreds of outstanding fundraisers and leaders and her personal experiences gained from over 20 years in the philanthropic sector. Until October 2017, Ms. Spuck served as a Senior Trust Officer at Union Bank, The Private Bank, specializing in charitable planning and trust administration for individuals, families and non-profit organizations.
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Lee and Toni Leichtag established the Leichtag Foundation in 1991 following the sale of their business. Lee and Toni were lifelong entrepreneurs with a passion for innovation and for supporting talent. They believed that only with big risk comes big reward. Both born to families in poverty, Toni to a single mother, they strongly believed in helping those most in need and most vulnerable in our community. While they supported many causes, their strongest support was for young children and the elderly, two demographics who particularly lack voice in our society.
Lifelong Baltimoreans, Rabbi George and Alison Wielechowski and their sons, 11-year-old Lennon and 9-year-old Gideon, are more than pursuing the good life in Southern California. Having moved to San Diego more than three years ago, they are fulfilling a lifelong dream.
You would think that as the executive director of San Diego LGBT Pride, Fernando Zweifach López Jr., who uses the pronoun they, has done all the coming out they possibly can. A queer, non-binary individual who has worked for many years on civil rights issues, López also speaks openly and often about their father’s family, Mexican-American migrant workers who tilled the fields of rural California.