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Wed, Jan 16


Marriott at the University of Dayton

Planning for the End of Life

How to Facilitate Charitable Gifts and Peace of Mind Through Teamwork

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Planning for the End of Life
Planning for the End of Life

Time & Location

Jan 16, 2019, 11:30 PM

Marriott at the University of Dayton, 1414 S Patterson Blvd, Dayton, OH 45409, USA

About The Event

Just thinking about death can be hard for some people. Talking about it is often even harder. But studies have shown that talking about and planning for the end of life offers significant psychological benefits, in addition to all the practical benefits associated with such planning. As a fundraiser, you are in a unique position to help facilitate hopeful and inspiring conversations about the end of life that help your donors find peace of mind as they formalize the legacies they will leave behind.

At this month’s meeting, hear from an estate planning attorney, a financial advisor, and a local pastor about how you can become part of your donors’ team of trusted advisors, helping to craft plans that provide for your donors, their families, and the causes they care most about. This interactive panel discussion will cover topics such as how to broach conversations about end of life planning, how and when various planned giving vehicles may be used, and how to navigate ethical issues related to family dynamics, donor competency, and conflicts of interest.

With the United States on the cusp of the largest generational wealth transfer in the history of the world, there is no time like the present broach the subject of planned giving with your donors. Your support and encouragement can help donors muster the courage they need to face the inevitable and find joy in the end.


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