A Donor First Look Event, “Unlocking Legacy: Estate Planning Essentials for Association Professionals”

Date: September 30th

Time: 11:00am- 12:15pm ET (75 minutes)

Join Us for an Exclusive Donor First Look at the ASAE Research Foundation's revitalized Legacy Society Program!

Are you an association professional considering securing your financial future and making a lasting impact towards the future outcomes of the association industry? Dive into the world of estate planning and discover how it can benefit you and the associations whose mission you support with the help of an industry expert. The ASAE Research Foundation is thrilled to present an engaging and informative virtual webinar that takes a deeper look at how to get started creating an estate plan, benefits & tips to consider, and unveil available options for you to explore at the organization, including our revitalized Legacy Society program.

What’s in Store for You:

In-Depth Program Rollout: Be the first to explore the newly revitalized Legacy Society program. Learn about its updated features, benefits, and how it can help you leave an association legacy.
Expert Insights: Gain valuable knowledge from our distinguished panel of guests, including:

Morgan Maravich, CTIS, CTP, CSTP, Vice President, Foundation Relations, ASAE Research Foundation
Brian Haney CLTC, CFBS, CFS, CIS, LACP, LUTCF, RFC, CAE, Legacy Society Donor & Reactivation Task Force Chair
Thomas J. Moore, CAP, Relationship Manager, Endowment and Foundation Advisory and Vice President, Glenmede

Why Attend?

Comprehensive Estate Planning: Understand the critical importance of estate planning for association professionals.
Financial Benefits: Learn how estate planning can offer significant financial advantages and ensure your assets are managed according to your wishes.
Legacy Creation for the Association Industry: Discover how you can make a meaningful contribution to the future of the association community through planned giving.
Interactive Q&A Session: Engage directly with our panelists during the Q&A segment, where you can ask questions and get personalized advice.

Don’t miss this chance to learn more about securing your legacy and benefit from expert guidance on estate planning. Register now to reserve your spot!

Reserve Your Seat Today!

For more information, visit ASAE Research Foundation’s Legacy Society Program.

We look forward to seeing you there and helping you pave the way for a brighter future!