Planned Giving: Explore the Benefits to Society

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The Society of St. Vincent de Paul, Zoom

The Society of St. Vincent de Paul hosted a virtual panel where they discuss “Planned Giving”. The discussion benefits fundraising and communications professionals, conference volunteers, executive directors, presidents, fundraising committees and more. The panel not only lends their expertise on the importance of planned giving for the Society, but they also participate in a live Q&A open to all attendees.

Notable topics include:

  • The importance of planned giving for the Society
  • Major gifts, planned gifts, blended gifts
  • How to identify planned giving prospects
  • Benefits of planned giving for donors
  • Legal considerations for planned gifts – the Rule and hoarding
  • Ethical considerations 
  • The importance of having a Will
  • Ways legal and financial advisors can help

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