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Date: February 8-9

Time: 8:30 a.m. to 4 p.m.

Location: U.S. Bank City Centre
Fourth Floor Conference Room
1420 Fifth Avenue
Seattle, WA 98101

Cost: $150 per day; $300 both days

Sponsors:
U.S. Bank Private Wealth Management
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Registration

Topics

  • Business
  • Trusts & Estates

Related People

  • Jenifer A. Jewkes
  • Jamie R. Lanier
  • Sarah MacLeod
  • Gail E. Mautner
  • Mary Lee Moseley
  • Heidi L.G. Orr
  • Dawn S. Spratley

Related Practices & Industries

  • Nonprofit & Social Enterprise
  • Private Client Services
  • Business

Additional Resources

  • Schedule and Curriculum
  • Faculty Bios
  • del Prado Philanthropy Website
February 8-9 2018Event / CLE

Practical & Inspired Planned Giving Seminar

Lane Powell and del Prado Philanthropy | Seattle

Lane Powell and del Prado Philanthropy are co-hosting a two-day orientation to planned giving on February 8-9, primarily targeted towards nonprofit development officers and planned giving directors. Attendees will get an introduction to gifts in wills, trusts and beneficiary designation accounts; an introduction to life income plans, charitable lead trusts, retained life estate and bargain sales; how to create your annual planned giving marketing and outreach plan; how to discover, engage, cultivate, solicit and steward planned gift donors; best practices in building endowments; how to deal with planned gifts that no longer work; best practices in bequest administration; ethical issues in planned giving and interacting with seniors; planned giving strategies involving illiquid assets; and how to incorporating planned gifts in campaigns.

Lane Powell faculty include Jenifer Jewkes, Jamie Lanier, Sarah MacLeod, Gail Mautner, Mary Lee Moseley, Heidi Orr, Kate Spelman and Dawn Spratley.

Before proceeding, please note:  If you are not a current client of Lane Powell PC, please do not include any information in this email that you or someone else considers to be confidential or secret in nature.  Prior to the establishment of a lawyer-client relationship, unsolicited emails from non-clients containing confidential or secret information cannot be protected from disclosure.

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