Planned Giving: Working With Estate Planners

Thursday, October 21, 2021 

Virtual Program
8:30 a.m. to 9:30 a.m. EDT

All of us with the goal of expanding our Planned Giving programs would like the opportunity to meet with estate planning professionals and share our organizations’ stories with them. Our program will explore not only how best to connect with estate planners, but the most effective approaches to present your case once you have established a relationship.

You will hear directly from a well-known estate planning professional what is needed from nonprofits to better inform their clients of the opportunities that are available and other expectations they have when working with development professionals.

Our panel will also include two seasoned fundraising professionals who will share the strategies they have used to connect with estate planning professionals and other planned giving resources throughput their careers. The panel will present specific examples of what has worked for them, [and what hasn’t].

This will be a fast-paced hour-long presentation, with plenty of time allotted for our audience to ask questions of our experts.

1 CFRE Credit approved



Terri Bradford Eason, The Cleveland Foundation
Jaclyn M. Vary, Calfee
Michael P. Grzesiak, Oberlin College
View Bios

Tim McCormick, Past President Greater Cleveland AFP Chapter

Cost to Attend:
Non-Members: $40/person
AFP and NOCGP Members: $25/person


Supporting Sponsors