Lunch & Learn: The Legacy Challenge

JUST ADDED! Virtual Option!

Join the program via Zoom at 12:30 p.m. to hear the presentation & ask questions of our speakers for a reduced fee.

When it comes to writing a will and planning a family and charitable legacy, your clients and donors need more than a “friendly reminder” to get started.  Challenge grants have been used as incentives for annual and capital fundraising campaigns for centuries. 

Join us for a lively discussion of creative partnerships between visionary philanthropists and not-for-profits that incentivize charities and donors to begin the charitable planning process now while providing additional resources for the charity’s immediate use, as well.  Add some oomph to your planned giving program, and send your donors running to their advisors to work on their financial and estate plans.  Billions of dollars in legacy commitments and gifts have been recorded over the last decade in response to legacy challenges.

Agenda

12:00 pm   Registration, Networking & Lunch
12:20 pm   Welcome & Announcements
12:30 pm   Presentation In-Person or Via Zoom
1:30 pm    Program Adjourns

Location

PSA Financial Building
11311 McCormick Road, 5th Floor
Hunt Valley, MD 21031

Free parking is available in the front of the building. (The garage is currently closed for construction.)

About the Speakers

Michael Friedman, J.D., CAP
Senior Vice President, Philanthropic Planning & Services
The Associated Jewish Charities


Anne B. Doyle, J.D.
Senior Director of Gift Planning
Johns Hopkins University & Johns Hopkins Medicine

Thank You to our Event Sponsor

Thank you to our Chapter Silver Sponsors

 
Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.