Pentera Webinar - Planned Giving Starting Blocks: How to Get Your Program Off and Running

Presented by:
Shari Fox
Fox Philanthropic Advisors

Webinar Description:

Are you with one of the many nonprofit organizations without dedicated planned giving staff? If so, this session is for you. By the end of our hour together, you will have concrete tactics to start and sustain a basic planned giving program. This is not an overly technical session! We will emphasize bequests and retirement-plan beneficiary designations as well as basic, non-cash, outright gifts of marketable securities and IRA QCDs. The discussion will include a review of relevant tax benefits of these types of gifts as well as simple ways to integrate messaging with existing communications. Join us for tips you can put into action right away to raise more money for your organization's important work.

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 a seasoned 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.

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