Sessions Information

  • January 6, 2011
    1:30 pm - 2:45 pm
    Session Type: Section Programs
    Session Capacity: N/A
    Hotel: Parc 55 Wyndham San Francisco Union Square
    Room: Balboa
    Floor: Fourth Floor Level

    This development session will focus on the human-interaction aspects of cultivating and soliciting estate gifts, as well as current financial instruments of greatest appeal to the practicing bar and bench.  Both the presenter and panelists will explore best practices for approaching the subject of estate gifts and seeing their solicitation through to booking.


    Following this session, participants will better understand the exceptional sensitivity and professional expertise required for successfully raising planned gifts.  They will learn strategies for dealing diplomatically with major objections typically arising in a planned giving conversation, and they will be briefed on the current estate planning financial instruments most favored by the legal community, as both advisors and donors.
Session Speakers
University of California, Irvine

Session Fees

Fees information is not available at this time.