Virtual Meet-Up: Community Foundation Donor Services - July 2023

Bequests: Encouraging Conversations 

Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings. 

This conversation will focus on bequests: what they are, what the research says, and how to encourage conversations that result in bequests.  How can you broach and navigate these potentially heavy or awkward conversations with donors, especially with those you have built a strong relationship with?  

Be prepared to share insights or ask questions in this interactive conversation. 

Peer Discussion Leads

To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.