About this event
Keynote speaker Alan Pratt, founder and president of Pratt Legacy Advisors,
and a panel of local experts will explore how to develop a legacy giving
program that reflects your organizations core values. Participants will
learn:
- Tips for identifying and cultivating relationships with legacy donors.
- How building relationships with advisors can benefit your program.
- How to have a philanthropic conversation with donors.
- Simple ways to market your planned giving efforts.