The Legacy Playbook: Building a Sustainable Future Through Planned Giving & Endowment 

Presenters: Matt Donahue and CJ Dates, Adirondack Community 

Learn the essential strategies for endowment building and securing your organization’s long-term financial stability. This session provides a practical roadmap for identifying legacy prospects, communicating various gift vehicles (bequests, trusts, and annuities), and crafting an effective outreach plan. Discover how to help your donors create a lasting legacy while protecting your mission for years to come.

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