Join National Speaker Stan Yogi of Klein & Roth Consulting for a customized approach to nonprofit fundraising.
Do you dream of a wealthy benefactor leaving your organization $1 million in their will? Chances of that happening will increase greatly if you actively ask supporters for estate gifts. We are in the midst of the greatest generational wealth transfer in U.S. history. Wouldn’t you like some of that wealth directed towards your efforts? Even on a small budget your organization can reap large rewards by encouraging supporters to remember your group in their estate plans.
During this two-hour online workshop, you will learn about various legacy gift options, the infrastructure that should be in place before launching a planned giving program, ways of encouraging donors to make estate gifts, maintaining relationships with planned giving donors, and the administration of planned gifts after a supporter passes away.
This workshop is designed to demystify planned giving and to provide easy-to-implement strategies to encourage estate gifts. It is especially suited for organizations with an established base of at least 100 donors who contribute regularly, regardless of the size of their gifts.
October 5 | 1:00PM – 3:00PM | Webinar via Zoom
$65 This Training Only | $100 Both Klein & Roth Trainings
Are you serving on a nonprofit board or interested in learning more about what board service entails? Join us to learn about the role of boards in nonprofit organizations and how to bring your skills to a nonprofit to further their mission.
Maryo is the Director of Community Impact at the Community Foundation of the Gunnison Valley. She works with nonprofits via grants programs and developing various nonprofit training tools – from a resource library to a technical assistance program to workshops. Previously she worked for Colorado Creative Industries, managing the Creative Districts program as well as rural outreach and grants programs.
Kelly is a certified public accountant and started her career at Deloitte, a global public accounting firm. She has 10 years of experience in the nonprofit sector, specializing in finance, strategic planning, board development, and fundraising. She has worked with Rocky Mountain Biological Laboratory as Chief Operating Officer since 2016. Kelly and her husband, David, moved to Crested Butte with their children in 2015.
Will Edwards, P.C.
William Edwards is an attorney who is passionate about solving problems for his clients. Will attended the University of Utah’s S.J. Quinney College of Law in Salt Lake City. During law school, he interned for the United States Court of Appeals for the Tenth Circuit and the Environment and Natural Resources Division of the United States Department of Justice. After graduation, Will clerked for the Honorable Ryan M. Harris of the Utah Court of Appeals, working on a varied case load that included civil, criminal, and constitutional matters. Will’s private practice focuses on contracts, corporate, and nonprofit law.
November 18 | 3:30PM – 5:00PM | Webinar via Zoom
This training is being hosted in partnership with our friends at the Chaffe County Community Foundation and is FREE to attend!