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How to Run an Estate Resolution Program
Frontline fundraisers do a wonderful job of securing bequest gifts, but what happens when it's time for the commitment to turn into dollars? We’ll share the purposes, plans and procedures we used to create a dedicated estate resolution program at Mayo Clinic. You’ll learn how to promote the program to internal management and how the program manages all types of gifts, including gifts through probate, gifts through trust and assets that transfer outside of a trust. All our examples come from our experience, including the good scenarios, the bad situations and a few cases that got downright ugly. Whether you are creating an estate resolution program from the ground up, or optimizing an existing program, this presentation is for you.
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Maximize Your Potential.

Discover new ways to reach your goals. The National Association of Charitable Gift Planners is your professional home—a place to learn, advocate and build your career through a national network of charitable planned giving peers. Join us

CGP Conference 

Gather with nearly 900 other charitable gift planners in Las Vegas October 17-19 for the CGP Conference.  Enjoy education for every professional, at every experience level, working in charitable giving. This conference offers a fantastic lineup of speakers, breakout sessions, pre-conference workshops, and six specialized education tracks. Registration will open in January.