Presented by:

• Bill Dolan, Senior Philanthropic Advisor/US Bank - Charitable Services Group

• Tiffany L Koenig, CWS, Senior VP I Senior Private Wealth Advisor I U.S. Bank Private Wealthy Management

Planned giving involves helping your donors think strategically about how best to use their resources to meet their philanthropic goals.  As an organization, deciding whether to start a planned giving program involves thinking strategically about how best to use your organization’s resources to support your charitable mission. 

What type of gifts are you comfortable promoting?  What role are you willing to take?  What staffing changes will you need to bring in gifts, to administer gifts, and to steward donors?  How much risk are you willing to take?

We will discuss what questions the executive leadership, staff and boards, of organizations should be asking about the potential of planned giving.