Planned giving expert to reveal ‘how to’ on bequests and endowments

Debra Ashton, who has developed millions of dollars in planned gifts in a career spanning 37 years, will speak in Salem May 10 on how to set up bequest and endowment programs.

Debra is the author of The Complete Guide to Planned Giving, and she regularly presents talks around the country on planned giving topics. Her Salem appearance is made possible by Mid-Valley Development Professionals, LEAVE A LEGACY of the Mid-Willamette Valley and The Oregon Community Foundation.

She will present two talks, the first on how to set up a bequest program in a few weeks, even on a limited budget, and the second on how to develop an endowment for your nonprofit. Following her presentation, Eden Rose Brown, a Salem legacy attorney, will discuss the legal aspects of running a bequest program.

The program on May 10 begins at 1 p.m. and winds up at 5 p.m. at the Salem Conference Center, 200 Commercial St. SE.

MVDP season pass holders are registered for the event, but they are asked to e-mail info@mvdp-or.org to indicate their attendance. Guests are welcome to attend. They may register at www.mvdp-or.org. The attendance fee for guests is $50.

Attendees also may order copies of The Complete Guide to Planned Giving for pickup on May 10. The book normally retails for $95 plus shipping and handling, but Debra has offered those who attend the program a special rate of $70. The guide has long been dubbed as “the blue bible” of planned giving, and planned giving officers around the country have been using it as a primary reference. It is now in its revised third edition. Information about the book is available here.

Those who prefer may register for the event and/or order the book by using the order form on the program flyer. Click here for the flyer.

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This entry was posted in bequest giving, donors, endowment, fundraising, MVDP, philanthropy, planned giving, Uncategorized. Bookmark the permalink.

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