Led by Gordon Smith (below left), Associate
Vice President, Planned Giving, National Jewish Health | Also featuring panelists Krista Boscoe (below center), Director
of Development and Kevin Mullin NMN CFRE, ILD '13 (below right),
President, Estes Park Health Foundation
Many of you have had the chance to learn
from Gordon over the years. You likely remember one his donor
stories--relationships built over many years in support to National
Jewish. Once again, Gordon led the class through the basics of planned
giving, with the goal of helping each participant become more confident
in asking for planned gifts and also leveraging these gifts as part of a
blended gift. Dispelling the persistent myth that planned giving is
just too complicated, he makes the topic approachable as he shares his
expertise.
Panelists Krista and Kevin both manage successful planned giving
programs in smaller shops, with fewer resources and staff time to
allocate. Class members learned how each decides which elements to
outsource versus complete in-house to help save time. As we've heard
throughout the year, carefully planning your time and managing your
calendar is another important part of making time for planned giving.