The Pentera Blog
Webinar 5/8: Shari Fox, “Planned Giving Starting Blocks: How to Get Your Program Off and Running”
Are you with one of the many nonprofit organizations without dedicated planned giving staff? If so, then this session is for you! In this new Pentera webinar, philanthropic advisor Shari Fox will share insights from her 30-plus years of experience in the charitable sector, offering concrete tactics for starting and sustaining a basic planned giving program. Free of highly technical jargon, Shari will provide tips you can put into action right away to raise more money for your organization’s work.
This session will feature:
- Discussion of bequests, retirement-plan beneficiary designations, basic non-cash outright gifts of marketable securities, and IRA QCDs.
- A review of the relevant tax benefits associated with these gifts.
- Ways to integrate planned giving messaging into existing communications.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Shari Fox is a seasoned advisor with more than 30 years of experience in the charitable sector. Before starting Fox Philanthropic Advisors, she led planned, major, and principal gift programs for major research universities and local nonprofit organizations.
As a philanthropic advisor, Shari focuses on helping individuals and families be intentional, focused, and effective with their charitable efforts. She also consults with nonprofit organizations to help them develop or enhance their major and planned giving programs. She loves teaching and is an experienced public speaker, presenting at multiple seminars and conferences at the local and national level.
Shari is a past chair of the National Association of Charitable Gift Planners where she continues to serve on the Leadership Institute and is a current member of the Chicago Council on Planned Giving, Central Illinois Charitable Gift Planners, and Eastern Illinois Estate Planning Council. She holds the Chartered Advisor in Philanthropy® designation from The American College of Financial Services.
