How To Get Your Board on Board With Planned Giving

Featuring: Phil Purcell (2022)
Run time: 60 minutes

Does your board understand the importance a strong planned giving program plays in the long-term success of your organization—and the critical role it plays in ensuring that success?

In this one-hour webinar, Phil Purcell, Director of Planned Giving, Central Territory of The Salvation Army, explores the most important ways that a board of directors can (and should) support planned giving to fulfill its legal duty of prudent care. Purcell discusses the role of the board in overseeing the goals, policies and budget for planned giving and provides specific ways that board members can assist in identifying, cultivating and stewarding donors.

View this webinar to learn:

• How the legal duty of prudent care is fulfilled in overseeing the goals, policies and budget for planned giving
• Strategies for the board to assist in the identification, cultivation, education, solicitation and stewardship of planned giving donors
• Best practices for fulfilling board duties with planned giving

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