Investment and Planned Giving Roundtable for Your Foundation

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Investment and Planned Giving Roundtable for Your Foundation

March 19 @ 10:00 am - 2:00 pm

Free – $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
investment issues.

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.

No Login Required to Register, just use the buttons below and enter your details.

Details

Date:
March 19
Time:
10:00 am - 2:00 pm
Cost:
Free – $25.00
Event Categories:
,

Organizer

Philanthropy WV
Phone
304-517-1450
Email
nina@philanthropywv.org
View Organizer Website

Other

Topics
Finance
Audience
Community Foundation, Corporate, Family Foundation, Private Foundation

Venue

Summersville Arena & Conference Center
3 Armory Way
Summersville, 26651 United States
+ Google Map

Philanthropy WV Member RSVP

1 Going
19 remaining
RSVP Here

Tickets

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Non-Member Ticket
$25.00
10 available