Planned Giving Seminar
Tuesday, May 23, 2017
8:30 AM – 11:00 AM
Parish Activity Center, St. Lucy Parish
2350 Winchester Blvd, Campbell, CA 95008
Continental breakfast will be provided
Please join us for this opportunity to be inspired about the possibilities for planned giving at your parish or school. We will offer tools and ideas for developing a new program to help you benefit fully from planned gifts.
Why Should You Think About Planned Gifts?
- Planned gifts are an important part of any organization’s financial plan.
- If you aren’t asking for planned gifts, someone else surely is!
- Planned gifts don’t affect your normal cash flow and a typical planned gift is two to three times the size of the donor’s annual gift.
- We are about to witness the largest wealth transfer in history, so don’t miss this opportunity!
Who Should Attend?
Pastors, Parochial Vicars, Business Managers, Finance Chairs, School Principals, School Development Staff, Parish Administrators, Parish Legacy Champions, and any appropriate representatives.
Please RSVP to the Foundation
408.995.5219 or email firstname.lastname@example.org
Our Speakers Include
Bishop Patrick J. McGrath
Bishop of the Diocese of San Jose
Bill Marsella, M.S.W.
Director of Partner Relations, Catholic Community Foundation of Minnesota
Rev. Mark Arnzen
Pastor, St. Lucy Parish
James P. Cashman
Attorney, Berliner Cohen
Raymond J. Triplett
President & CEO, Triplett Financial & Insurance Services LLC
Mary Quilici Aumack
Executive Director, The Catholic Community Foundation of Santa Clara County