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Tuesday, October 11 • 1:45pm - 2:45pm
Getting All That You Are Due-- Collecting Estate Gifts After The Donor Moves On

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Maximizing bequest revenue is not just about getting the donor to put you in her will.

This session will focus on practical aspects of estate administration from the charity’s perspective. Learn practical tips & suggestions to get results from reluctant or slow moving executors. Understand how to ask questions that will give you the right answers. Hear about steps you can take that will help eliminate problems from the start.  A systematic, proactive approach will speed up & increase collection results, along with the resulting revenue. Problematic estate questions will be addressed.

1. Understand the financial risks inherent in a reactive, passive or non-systematic approach to collecting estate gifts too common at many charities.
2. How to obtain critical information from executors to properly assess potential & focus your efforts to maximize estate gift revenue
3. Understand the critical steps should be taken to maximize estate revenue, including how to address unhappy or difficult relatives.

avatar for Becky Johnston

Becky Johnston

Development Associate, Trinity Missions

avatar for John Jensen, CFP

John Jensen, CFP

Senior VP & Consultant, Sharpe Group
            John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning... Read More →

Tuesday October 11, 2016 1:45pm - 2:45pm EDT
Annapolis 4