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Regional Member Breakfast - Illinois

Article Type: News

Thank you to everyone who came out to our Regional Member Breakfast on Thursday, March 23.  A special "thank you" goes to Providence Life Services for hosting this breakfast at their headquarters in Tinley Park, IL.

James Bakke, our Executive Director, lead a discussion on how to begin effective Planned Giving communications.  Jim reminded us of the 3 big opportunities when it comes to Planned Gifts:

  • Make a gift in your Will
  • Gifts that provide an income for life
  • Gifts of non-cash assets

He challenged us to go back to our offices and make a list of our donors who fit in the following categories:

  • Donors 65 and over
  • Donors with no children
  • Faithful, consistent donors over time
  • Donors who are business owners