Gift Planning: Now Is The Time

Gift Planning: Now Is The Time

When Marts & Lundy and the National Association of Charitable Gift Planners designed our study on how the pandemic is impacting gift planning, we set out to answer three key questions:

  • What is the magnitude of opportunity for revenue and commitments?
  • Is marketing eliciting response rates that fill the gift planning pipeline?
  • How are gift planning staff and budgets being shaped by the pandemic?

In this webinar, our panelists share major takeaways from our recently released study, The Impact of COVID-19 on Gift Planning, as well as what they are seeing in their respective fields.

Our Panelists:

Richard Ammons, Senior Consultant & Principal, Marts & Lundy
Meaghan Hogan, Gift Planning Affiliate, Marts & Lundy
Michael Kenyon, President and CEO, National Association of Charitable Gift Planners

You can download the report here.

Listen to the webinar audio below.