Скачать или смотреть UW NEXT Webinar: Planned Giving Vehicles & Gift Acceptance Policies

In this installment of our Planned Giving Webinar series, United Way NEXT is proud to welcome our speakers Denise Fleckenstein and Eve Powell!

Not only are Denise & Eve UW NEXT members, but Planned Giving Faculty Volunteers and Mentors too! Together they have more than 40 years of major gifts and planned giving (PG) experience & facilitate each of the UW NEXT PG webinars in 2025.

Pulling from Roma Bose's original presentation, this informative session covered:
• The definition of planned giving
• Why planned giving matters
• 5 basic planned giving vehicles
• Recognizing and stewarding legacy donors
• Utilizing FreeWill to build your gift pipeline
• How to access your FreeWill data and donors (UWO)
• The importance of gift acceptance policies
• What to include in your gift acceptance policy
• 5 practical takeaways you can start today

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