Focus on Relationship: How Legacy Circles Help Launch or Re-establish a Gift Planning Program
November 4 @ 12:00 pm - 1:00 pm
R. Michael George, CFRE
Whether you are starting a planned giving program or looking to breathe life into an existing one, communicating the fact that you are sincerely interested in your donors and want a relationship with them that stands the test of time is far more attractive than announcing a great new way to separate them from their money! Join us as we explore how legacy circles can be used not only to retain donors, but also to attract them to your planned giving program. Give your donors the opportunity to be a part of your organization’s “family” now and forever by building and maintaining a legacy circle that allows you to deepen partnerships with your best donors.
Michael George is a Senior Development Officer and has been with The Catholic Foundation for more than 25 years. He is responsible for developing and cultivating donor relationships, and assisting individuals and families with donor-advised funds, permanent endowments and planned gifts to the Foundation. Michael is a member of The Dallas Council of Charitable Gift Planners, The Estate Planning Council of North Texas, is a past president of the Dallas Chapter of the Association of Fundraising Professionals and has served on the board of the Dallas Estate Planning Council. He is also a past Chairman of the Stewardship Council at his home parish of St. Rita Catholic Community, where he has been a member since 1985.