Retirement assets—like IRAs and 401(k)s—can be a powerful and tax-smart way for donors to make a lasting impact. So how do you start more of these conversations and turn interest into action for your organization? Join local planned giving professionals Julie Feely (Portland State University Foundation), Mike Conway (Oregon State University Foundation), and Jeri Kasal (Oregon Public Broadcasting) for a practical discussion on what’s working right now. You’ll leave with proven marketing tactics, donor engagement strategies, and real-life examples you can adapt as you position your organization to receive more gifts of retirement assets.

Save the Dates for Upcoming Events!

June 8: Laila Cook, Make-A-Wish Oregon and How to Include Planned Giving in EVERY Donor Conversation

Summer Date TBD: Office Hours and a chance to ask questions from local planned giving experts. 

Sept 24:  NWPGRT Annual Conference, Sentinel Hotel Portland

Details to follow

Join NWPGRT's New LinkedIn Group Page:

https://www.linkedin.com/groups/18123033/