PMA Consulting, LLC

Leave A Legacy Sponsors “Planned Giving 101”

On Wednesday, April 22, 2009, Leave A Legacy Charlotte will host a 90 minute program that offers simple strategies to build a pipeline for planned giving.  The program features Jim Kelley (Catholic Diocese of Charlotteand Bart Landess (Foundation for the Carolinas), veteran development professionals with proven track records of building and growing planned giving programs.  Bart and Jim will discuss how to establish a planned giving program and provide an overview of the basic planned giving vehicles. They will also address the most effective strategies for marketing planned giving and important steps for building a pipeline of planned gifts and share examples of effective marketing materials, inspiring stories of how planned gifts evolved and ways to recognize donors who have made planned gifts.  The event will begin at 8 a.m. with check-in & coffee and the program will take place from 8:30 – 10:00 AM.  It will take place at Christ Episcopal Church, 1412 Providence Rd, in the “Blue Room.”  Program fee is $25.00.

To Register: Go to