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Legacy Giving At Lunch Series Part 2: Asking for Major and Planned Gifts
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4/19/2018
When: Thursday, April 19, 2018
12:00 PM
Where: Online Webinar
United States


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Legacy Giving at Lunch Spring Series: Part 2 – Asking for Major and Planned Gifts - What to Ask, What to Listen for, How You Might Ask

(Part 2 in the 3-Part Legacy Giving At Lunch Discussion Spring Series)

April 19, 2018 | Noon

Presenter: Tom Glass, Senior Major and Planned Giving Officer, Saint Catherine University

 

Tom Glass is a Senior Major and Planned Giving Officer at St. Catherine University. Prior to joining St. Catherine University in 2017, he was the Director of Planned Giving at the University of St. Thomas. Tom was a partner in the financial services firm of Deegan & Glass, LLC. The firm provided specialized wealth management and estate planning for affluent individuals and corporations. He is a frequent speaker on charitable planning and family wealth management. Tom has extensive experience serving in a leadership capacity on many nonprofit boards. He is currently serving on the Edina Tax Referendum Committee, the Social Justice Board at St. Patrick’s Church in Edina, and the Board of Directors for the Minnesota Planned Giving Council, where he also serves on the Program and Education committees. A native of Saint Paul, Minnesota, Tom resides with his wife CoCo and four children in Edina, Minnesota.


Legacy Giving at Lunch Discussion Series

If you are a busy Executive Director or Development Director, the idea of adding one more thing to your plate can feel overwhelming. Yet, you feel the urgency to position your organization so that donors may remember you in their estate plans. We are here to help you get started on a planned giving effort. Join us from the comfort of your office for Legacy Giving at Lunch to hear from our featured guest experts, ask questions, and exchange ideas with your colleagues across the state.

This is a FREE offering supported in part by our friends at the Initiative FoundationNorthwest Minnesota FoundationWest Central InitiativeSouthern Minnesota Initiative Foundation, and Southwest Initiative Foundation.

 

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