Bridge Toolbox Series: Planned Giving

In order to help our Bridge Partners to further their objectives, we are offering assistance in a variety of skills related to the success of non-profits via the Bridge Toolbox Series. These webinars are recorded and archived on our website for public use. 

Many nonprofits derive almost all of their funds from cash gifts. This webinar will discuss alternative fundraising vehicles that can enhance charitable giving and are easy, readily available options for donors.

Julie Wilson Sakellariadis '78 and Nick Sakellariadis '73 are the volunteer leaders of planned giving both at Harvard  and at the New York Botanical Garden. Among other topics, they will cover the potential impact of estate gifts, the donation of appreciated securities,  and the power of gifts from IRA’s for those over 70.