Our meetings are held on a Thursday from 11:30 am – 1:00 pm, with lunch beginning at 11:15, in the months of February, April, September and November at the Oklahoma City Community Foundation. Continuing education credit is provided for most meetings.
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Basics of Legacy Marketing & Next Steps in Legacy Gifts for Professional Advisors and Charities
April 26, 2018 @ 9:15 am - 12:00 pm
Hank Zachry, President of Caswell, Zachry and Grizzard
Part 1: Keys to Successful Planned Gifts Marketing & Cultivation
April 26 @ 10:15 – 11:15 a.m.
This program is a free event. Lunch is not included. This program does not count for CE credit.
Featuring Hank Zachry, president of Caswell Zachry Grizzard, this presentation will provide pragmatic approaches to improving the overall effectiveness of any planned giving program.
Part 2: Attitudes, Perceptions & Behavior: Results from an Unprecedented Study of Top Planned Gift Prospects & Advisors
April 26 @ 11:30 a.m. – 1 p.m.
This program costs $25 for non-members. Lunch is provided. This program counts for CE credit.
Featuring Hank Zachry, president of Caswell Zachry Grizzard, this presentation will showcase the results of a 12-year study involving the collection of primary data from top planned giving prospects and professional financial advisors.