Do you have a way to accept securities as a part of your giving program? Just one of the many topics we explored today at the “How to Develop a Planned and Progressive Giving Program” seminar. Thank you Linda Sutkin and Chris Brathwaite from the @William Blair Company for sharing your expertise with us!
Posted by MetroWest Nonprofit Network on Wednesday, October 17, 2018
How to Develop Planned and Progressive Giving Programs
Do you have a way to accept securities as a part of your giving program?
Linda Sutkin and Chris Brathwaite from the William Blair Company presented on this and more at our “How to Develop a Planned and Progressive Giving Program” on October 17th.
Planned and Progressive Giving programs are key to creating sustainable nonprofit organizations whether your organization’s budget is $100,000 or $1 million. This event hosted at the Sudbury Foundation was an informative and interactive seminar with experts in the field of nonprofit asset and wealth management.
- How to stay ahead of the curve
- Tax policy – the good, the bad and the ugly
- How to implement a best practices program with limited resources
- Top 10 steps in developing an effective P&PG program
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