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Bequests: Who Wants To Make Them & How To Get Them
December 11, 2017 @ 1:30 pm - 3:00 pm
December 11, 2017 at 1:30pm
This event will be held in the same location as the regular monthly luncheon
Bequests are the single biggest source of realized planned gift dollars. For the most part, you don’t know who is going to do a bequest, when they are coming in, or how much they’ll be worth. Oh, and the donor can change their mind at any time! This presentation will summarize the latest research on bequest donor demographics and marketing. You’ll learn how to raise the topic of bequest giving as well as make the bequest decision urgent and easy. There will be time for questions during this interactive presentation.
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Vice President, Consulting
Invested in your mission
Jeff is a consultant advising non-profits on the operation of planned giving programs including complex gift design, development of policies and procedures, board and staff training, and maximizing planned giving potential.
Jeff’s planned giving career began in 1995, when he started as Assistant Director of Planned Giving at The Cleveland Clinic Foundation. In 1999 Jeff joined PG Calc and is expert with PG Calc’s software products and services.
Jeff is a sought-after speaker for national, regional and local planned giving groups presenting on a wide variety of estate planning and gift planning topics. Jeff is a member of the Greater Cincinnati Planned Giving Council. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law.
Jeff lives on a 5 acre farm near Clarksville, OH (pop. 548) with his wife where they raise Berkshire pigs and assorted poultry.