Investment and Planned Giving Roundtable for Your Foundation
March 19 @ 10:00 am - 2:00 pmFree – $25.00
Join Philanthropy WV, The Nicholas County Community Foundation, and Truist for a half day in-person roundtable on investment and planned giving strategies on Tuesday, March 19 from 10 AM – 2PM ET at the Summersville Arena & Conference Center.
John Fisher and Robert Norfleet from the Truist Foundations and Endowments Specialty Practice will provide an informal Q & A session on ways your community, family, and private foundations can navigate current investment challenges. Learn practical approaches to confront market uncertainty and find solutions to your foundations pressing
Jennie Smith, CEO of Philanthropy WV, will provide an overview session on how to integrate planned giving into your fundraising plans. She will focus on different types of gifts, how to identify potential donors, and provide successful communication strategies to engage and educate potential donors.
Bring your questions to the roundtable!
Attendance is Free for Philanthropy WV Members, and $25 for Non-Members. Lunch will be provided.
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