There’s never been a better time to ask your donors to consider a planned gift! Internet searches for wills, trusts and other estate planning have increased exponentially during the Covid-19 crisis. The good news…..planned giving doesn’t have to be complicated! With a little time and dedication you can establish a flourishing program that will provide your organization with income to sustain you in future crises. (And yes, there will be more, unfortunately.) In this workshop you will learn to:
- Identify the resources you need to effectively and confidently promote planned gifts
- Prioritize your time and resources – especially when PG is not all you do
- Secure your first gifts
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.
Jeremy Pearl, J.D., LL.M.
Executive Vice President and Chief Financial Officer, Jewish Community Foundation of San Diego
Jeremy oversees the Foundation’s finances and operations, investment management, human resources and information systems. He also works closely with donors and their advisors to support charitable gift planning. Jeremy’s career has focused on tax, estate and financial planning. Prior to joining the Foundation in 2005, he spent nearly six years in KPMG’s Personal Financial Planning practice.