Creating Planned Giving Strategies That Fit Your Community
The goal of this session is to demonstrate how individual communities and multi-site organizations can build a successful planned giving program that is unique to their respective needs and markets. The session will review models being used at stand-alone communities and multi-site organizations. It will include a review of how different organizations, both entry fee and fee-for-service communities, are exploring opportunities with both successes and missed opportunities detailed.

William McMorran
William McMorran, President, Green Oak Consulting Group
Eleven years straight presentations at Leading Age national, multiple presentations at CA Leading Age back to 1985. Trained in speech and preaching, average 1-2 Board or group presentations per week.
This course offers 1 hour of:
- RCFE
- NHAP
To receive your certificate of completion for this course you must:
- Watch each video in its entirety
- Pass the post-test with at least 70% or higher
- Complete the program evaluation at the end of the course
For questions, please contact LeadingAge California staff at education@leadingageca.org.