Give Where You Live

Give Where You Live

Date & Time (E.S.T.)
January 29, 2020 2:00 PM EST
End Time (E.S.T.)
January 29, 2020 3:00 PM EST

A Community-Wide Planned Giving Initiative

Learn what one small community foundation is doing to get people thinking in a big way about leaving a meaningful legacy.

Speakers:

Sharon L. Closius
President and CEO

John Ready
Donor Services & Communications Officer

Host:

Viken Mikaelian
CEO, PlannedGiving.Com

  • Description

Learn what one small community foundation is doing to get people thinking in a big way about leaving a meaningful legacy.

With local, place-based philanthropy top of mind, The Valley Community Foundation of Derby, CT, has created a community-wide planned giving initiative called The Valley Gives Back — and it’s inspiring a lot of meaningful conversations about planned giving.

Learn how this campaign is enabling the Foundation to support the planned giving efforts of numerous community nonprofits; partner with local advisors to benefit the long-term good of their community; and get residents thinking about how to plan now, give later, and make an impact tomorrow.

During this webinar, we’ll briefly cover these planned gifts:

  • Bequests
  • Appreciated Securities
  • Gifts through Retirement Plans

Takeaways include:

  • Planned Giving Pocket Guide for Beginners (PDF)
  • Gift Comparison Chart (PDF)
  • IRA Rollover Solicitation Letter

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