Calendar

General Session

Tuesday, November 7, 2017

8:30 AM — 11:00 AM

“It’s Only a Bequest”

Speaker: Jane Danek
Deputy Director of Gift Planning, Princeton University
“It’s Only a Bequest”
Only a Bequest? Jane Danek will explain why the bequest is the most important planned gift at Princeton and for most nonprofits large and small. She will discuss the various types of bequests, planning bequests (include best assets to use, estate tax (non-)issues and working with families with children), restricted bequests, ancillary gift agreements, stewardship and legacy societies. This hands-on discussion will provide practical advice on how to bring it up, how to ask for it (or how to ask how much it is), and how to document, count and credit it.

This talk will cover it all, and is meant for development officers at all levels.

Board meeting immediately following (one hour).

The Nassau Club of Princeton

6 Mercer Street
Princeton, NJ 08540

General Session Fees

NJCGP Member: $ 35.00
Non-Member:    $ 40.00

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Tuesday, November 7, 2017

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