Unlocking Potential

  • Thursday, July 18, 2024
  • 12:00 PM - 1:00 PM
  • Zoom



Growing Endowments with Bequests and Other Planned Gifts

Join us for an engaging and insightful webinar where we will explore the latest trends and innovative strategies surrounding endowments. We'll highlight how bequests and other planned gifts can help secure a sustainable financial future for your organization.

Real-world examples and case studies will showcase the impact of successful endowment programs, while practical insights will help you navigate common challenges. Learn how endowments can elevate your organization's appeal by demonstrating fiscal responsibility and strategic long-term planning. Plus, discover effective ways to encourage donors to include your foundation in their estate planning, significantly boosting your endowment through planned gifts.

Explore the Three Key Session Objectives:

  • Understand the basics of endowments and their role in ensuring your foundation's future.
  • Gain insight into the policies that govern endowment fund management.
  • Discover how bequests and other planned gifts can expand your endowment, ensuring long-term financial stability.

Join us and uncover the transformative power of endowments and planned gifts.

Featured Speaker

Aquanetta Betts, JD, CAP®, AEP®, CFRE

Director of Planned Giving at George Mason University

Prior to joining George Mason University, she was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before her roles within organizations, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the Immediate Past President of the Chesapeake Planned Giving Council and serves on the board of the Baltimore Estate Planning Council. She also serves in leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, the International Association of Advisors in Philanthropy, and the National Association of Charitable Gift Planners where she is a board member, and serves as chair of the Diversity, Equity, and Inclusion Committee.


Member - $35

Non-member - $65

Event Policy

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