Tuesday, August 19, 2025 MPGC Lunch ‘N Learn
11:00 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar Recording "You’re in the Will! Now What? Strategies That Lead to Larger Legacy and Lifetime Gifts"
presented by Russell James, J.D., Ph.D., CFP® Professor - Department of Personal Financial Planning at Texas Tech University
“Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t work. So, what comes next? In this session, we’ll look at practical strategies that help to keep the gift plans in place. Next, we’ll see how to make the gifts dramatically larger. Finally, we’ll explore how to convert these legacy plans into lifetime gifts. Experimental research results and real-world practice point the way to a new source of fundraising success.”

Maine Planned Giving Council Lunch ‘N Learn Hosts