How to Develop Planned and Progressive Giving Programs

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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.

Topics discussed:

  • 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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