Legacy Giving Insights for Senior Living Communities

A 30-minute conversation about legacy giving and how your residents make those decisions.

Tuesday, December 8, 20268:00 to 8:30 AM | 1:30 to 2:00 PM | 4:30 to 5:00 PM Central

Caswell Zachry Grizzard

The Friendship Village story: $15 million and growing, with a closer focus on the residents who already call it home. On December 8, Rob Mitchell, a CZG legacy advisor who supports Friendship Village's mission, tells that story in his own words. Then we open the floor to your questions.

What you will hear

  1. The Friendship Village story: what they changed, who took part, and what happened next. About 15 minutes.
  2. How residents make important decisions, including the decision to leave a legacy, and why the timing of those decisions matters.
  3. Open questions and discussion. Bring your own, or send them ahead when you sign up. About 15 minutes.
Same session, three times. Choose the one that fits your day. 8:00 to 8:30 AM Central (9:00 Eastern, 6:00 Pacific) 1:30 to 2:00 PM Central (2:30 Eastern, 11:30 AM Pacific) 4:30 to 5:00 PM Central (5:30 Eastern, 2:30 Pacific) Not sure yet? Sign up anyway and choose your time later.

Join us live and that afternoon we'll send you our insights paper, The Story Behind the Choice: How Your Residents Make Important Decisions.

For CEOs, executive directors, CFOs, and development and marketing leaders at senior living communities, whether your community is nonprofit or for-profit. This is an educational session, not a sales presentation.

Save your seat

Pick a time below, or choose later. Your details arrive by email right away.

Each session is kept small so there is time for your questions.

Caswell Zachry Grizzard

The Planned Giving Experts

+1 888-758-3878 · legacy-air.net