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Friday, September 29


Accelerating Bequests – How To Effectively “Mine” Your Bequest Goldmine

Many organizations already have significant numbers of persons who have indicated they have included a gift as part of their estate plans.  Is that the final chapter in a well stewarded donor relationship?  Not necessarily.  This session will explore a variety of methods to help donors “accelerate” bequests in ways that produce more predictable current and future income while also helping donors meet personal financial goals.


Amy Palmer, CFRE

Director of Development, Adrian Dominican Sisters

avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →

Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 4