This event has been rescheduled from Thursday, August 29 to Wednesday, August 28 to avoid conflicting with WSPN Philanthropy Awards. We hope to see you at both events!
Agency Partner Development Workshop
Join DuPage Foundation for this invite-only program for our Agency Fund partners on Wednesday, August 28 from 9:00-10:30 a.m. at Reserve 22 in Glen Ellyn as we explore Charitable Endowments: Secure your mission’s future by taking advantage of the window of opportunity today.
One out of six Americans are over 65 years of age and 10,000 are retiring every day. The greatest wealth transfer is occurring now and donors are thinking about their legacy. Are you asking your best donors to think about your charity?
Presenter Joe Chickey, MBA, CFP, Sharpe Group will cover:
• Learning to recognize cues, trends, and opportunities so gift discussions can be realized.
• Key questions for asset discovery and gift combinations to close more blended gifts.
• Success stories and tips for handling objections.
This presentation is ideal for executive directors and senior advancement staff. Please limit attendance to two guests per organization. A continental breakfast will be served.
Note: This program will be submitted to CFRE International for one hour of continuing education credit.