40 Richards Avenue
Norwalk, CT 06854
Phone: (203) 750.3200
Fax: (203) 750.3232
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Lunch and Learn Series: Maximizing Philanthropic Impact Through Planned Giving
July 26 @ 12:00 pm - 1:30 pm
Now, more than ever, donors are looking for ways to maximize their philanthropic impact when giving to charity. Attorney Jennifer Pagnillo of Day Pitney will lead a discussion about ways to satisfy your donors’ objectives in making charitable gifts.
Bring your lunch and join us for this informative and interactive discussion that will include:
- Steps for embarking on a planned giving program
- Structuring sample bequest language
- Considering a gift acceptance policy
- What to expect if you are receiving bequests
- Maximizing the value of lifetime gifts and bequests