Frank D. McArthur, II, CLU, CHFC, CAP
Estate Strategies, LLC

The presentation, Planting Oaks, covers the challenges of fundraising and especially planned gifts including the competitive environment, lack of knowledge, and board engagement. The presentation includes the traditional planned gift avenues including wills, life insurance, IRAs, Charitable Remainder Trusts, Charitable Gift Annuity and donor advised funds, and a sample conversation with a donor. How to plant the “acorn” to develop the Planting of Oaks and growing a Planned Giving group of donors aligned with the organization’s mission.

Additionally, the Chartered Advisor in Philanthropy certification will be presented with scholarship opportunities for those AFP members interested in pursuing the certification.

Questions and answer discussion.