Thursday, November 16, 2023 MPGC Lunch ‘N Learn
10:30 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 "Gifts From Your Donor's Other Wallet - A Primer on Gifts of Non-Cash Assets"
presented by Kara Morin, Director of Client Services at PG Calc

"Your donors keep the majority of their wealth in illiquid assets, not in cash, so fundraisers should be ready to discuss these asset types with their prospects. Please join Karen Johnson, Senior Director of Complex Asset Gifts for Harvard University, and Kara Morin, Director of Client Services for PG Calc, for an overview of several non-cash assets, including: private equity interests, real estate, and cryptocurrency. Participants will leave with a greater understanding of how to help your donors unlock the philanthropic power of these assets, the importance of a robust diligence process and comprehensive gift policy in accepting non-cash assets, and how soliciting donors for non-cash assets can increase your charity's revenue."

Maine Planned Giving Council Lunch ‘N Learn Hosts

rod vogel

Founder at Natural Partners LLC

rick wells

Director, Planned Giving, at Ocean Conservancy