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Planned Giving: An Overview and Tales from the Trenches

Oct. 23, 2019, 9am-3pm


This full-day, interactive training will provide a thorough overview of the most common planned giving vehicles with an emphasis on bequests, beneficiary designations, and charitable gift annuities. Using several real-life examples, participants will examine how to build a successful planned giving program relevant to their organization and incorporate it into their existing development program.

Key takeaways will include:
  • How to identify potential donors and become comfortable discussing basic planned giving options
  • How to know when to seek and where to find additional information
  • How to build a planned giving program into your overall development process without busting your budget or losing your mind 
Intended Audience
Executive directors, development staff, board members, campaign leadership, and financial officers.

About the Presenter
Joseph M. Pratt, President & Trust Officer, joined Bar Harbor Trust Services in 2000 and specializes in endowment management, charitable gift planning, and financial planning. Joe earned a B.A. in International Affairs from the University of Maine. He has passed the Series 7, Series 65, Life & Health examinations. Joe has 25+ years in the trust and investment industry. He was the Founding President of the Maine Planned Giving Council in 1997 and is active with nonprofit boards and organizations throughout Maine.

Cost + Registration (includes breakfast + lunch)
  • MANP Member $105 / Not-Yet-Member $150
  • To register yourself, click the link below
  • To register someone else or multiple people, email Learn@NonprofitMaine.org
  • Scholarships available! Apply here before registering

Related Resources
Visit the MANP Answer Center to find free articles, templates and other resources related to Resource + Fund Development.

Location + Directions

Location: Machias Savings Bank Training Center
1 Colonial Way, Machias, ME 04656
Address and Directions
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