LUNCH & LEARN - STARTING AND BUILDING A BASIC PLANNED GIFT PROGRAM

3500 South First Street,Lufkin TX 75904

12 May, 2023

Description

May 12, 2023, Friday 11:30 AM-1:30 PM (Lunch Provided) Instructor: Mark Browning, C.T.F.A., Senior Vice President & Trust Officer Attendees will receive a high-level overview of basic planned giving types, reasons to start then build a planned giving program, suggested approaches to potential donors, ways to market a planned giving program, demographics of potential plan gift donors and documentation of gifts. Time permitting, Mark will also discuss endowment basics.