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Planned Giving Isn’t Hard… You Can Do It!
August 13 @ 10:30 am - 12:00 pm
Nonprofits can overcome their fears and anxieties about running a planned giving campaign; it is not as hard as it sounds… yes, you can do it! Speaker David Russo from Catholic Charities of Santa Clara County will coach organizations on how to start or revitalize their planned giving efforts and campaigns.
David will address the ten most common woes preventing planned giving successes to help nonprofits to steer their campaigns in the right direction. David will describe examples of how to prepare for planned giving opportunities and will coach us in the lead up to the “legacy ask.” The presentation will include ways to address planned giving during these very challenging times. Nonprofit professionals will learn how to reframe planned giving to be easy and fun while advisors and for-profit professionals will learn how current tax laws affect planned giving.
About Our Speaker
David is the Senior Director of Planned Giving and Corporate Relations for Catholic Charities of Santa Clara County. He is responsible for building and stewarding relationships with donors and with estate and financial planning professionals, providing them with information about Catholic Charities’ programs and services to end poverty and build strong families in Santa Clara County. He coordinates suggestions for planned giving vehicles in efforts to facilitate constituent desires to disrupt poverty in Santa Clara County. He also acts as corporate relations manager, facilitating partnerships between socially responsible Bay Area companies and the poverty alleviation work of Catholic Charities.
David brings over twelve years of charitable gift planning experience to his role at Catholic Charities. Previously, he was the Director of Estate and Gift Planning for the American Cancer Society, Inc., serving the Silicon Valley and Central Coast regions and was the Planned Giving Associate at Silicon Valley Community Foundation. While there, he established their charitable gift annuity program, facilitated the highly successful real estate gift platform and administered their $50 million remainder trust portfolio.
David currently serves on the board for Starting Arts and sings tenor for Symphony Silicon Valley.