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March Course Highlight - Art & Science of Planned Giving

07 Apr 2023 11:36 AM | Anonymous member (Administrator)

Led by Gordon Smith (below left), Associate Vice President, Planned Giving, National Jewish Health | Also featuring panelists Krista Boscoe (below center), Director of Development and Kevin Mullin NMN CFRE, ILD '13 (below right), President, Estes Park Health Foundation

Many of you have had the chance to learn from Gordon over the years. You likely remember one his donor stories--relationships built over many years in support to National Jewish. Once again, Gordon led the class through the basics of planned giving, with the goal of helping each participant become more confident in asking for planned gifts and also leveraging these gifts as part of a blended gift. Dispelling the persistent myth that planned giving is just too complicated, he makes the topic approachable as he shares his expertise.

Panelists Krista and Kevin both manage successful planned giving programs in smaller shops, with fewer resources and staff time to allocate. Class members learned how each decides which elements to outsource versus complete in-house to help save time. As we've heard throughout the year, carefully planning your time and managing your calendar is another important part of making time for planned giving.

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Institute for Leaders in Development
at University of Denver

University Hall 301
2197 S. University Blvd.
Denver, CO 80208


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