November 20, 2024 MPGC Lunch ‘N Learn
11:00 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar Recording "Inspiring Major Gifts of Assets: The Science and the Sentences"
presented by Russell James, Professor - Department of Personal Financial Planning, at Texas Tech University
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Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!"

Maine Planned Giving Council Lunch ‘N Learn Hosts

J. BRADFORD COFFEY, ESQ.

President of Covenant Health Foundation and a Senior Vice President at Covenant Health

david warren

Planned Giving and Major Gifts Officer at Maine Coast Heritage Trust