Online registration for this event is now closed, but you can still register for the virtual session. If you wish to attend in-person, email admin@vafre.org to determine availability.
Get ready to dive into the dynamic world of planned giving with Geoffrey Close, Founder of IMPACT Philanthropy Partners. Forget the dry, textbook approach—Close brings his real-world experience as a former Wealth Advisor at Morgan Stanley to the table. Drawing from actual client cases, he'll unveil the secrets to successful gift planning without ever compromising confidentiality.
After the session, you will be better equipped to help identify the donors’ issues, suggest possible solutions, and use philanthropic planning to help donors meet their aspirational goals to support your organization, all the while, benefitting them financially.
Approved for 1.25 hours of CFRE credit.
Geoffrey Close, IMPACT Philanthropic Partners
If you are not a VAFRE member and do nor work in the office of a VAFRE member, consider becoming a member of VAFRE in order to access reduced registration fees.
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