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Saturday, September 14 • 8:45am - 9:45am
Case Study: WWYD? Let's Explore Together

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In this session the participants will be asked to consider three different planned giving scenarios. Through dialog the group will explore together how best to act in each of the cases presented.

Conclusions will be drawn from the discussion of each case to identify what is best practice for organizations and individuals engaged in planned giving.


avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers

avatar for Margaret Cuccinello

Margaret Cuccinello

Vice President for Mission Advancement, St. Edmund's Retreat
Margaret Cuccinello began her career in development in 1995 with the New York Province Jesuits and currently serves as Vice President for Mission Advancement at St. Edmund’s Retreat. “Personally, it is fulfilling for me when donors share their stories and I am able to help them... Read More →

Saturday September 14, 2013 8:45am - 9:45am CDT
Fort Worth 5

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