Chair: Maya Weil
To provide planned giving mentoring to those new to planned giving and other interested individuals.
Brief Description of Activities
Those new to planned giving and other interested professionals are invited to remain after selected monthly programs to participate in a discussion focused on their planned giving needs. Topics could be planned giving arrangements, other aspects of planned giving, and/or questions about the luncheon presentations that day.
Chair + 1 committee member
How Often/Format for Meetings
For program year 2019-2020, Beginner's Roundtable Discussion sessions will be offered approximately four times per year.
Timeframe for Activity
Four per year, meetings are held for one hour immediately following the main educational session.