This month's topic: Participant report-out and pledges - What did you do in 2019 and what do you want to accomplish in 2020?

The New Mexico Planned Giving Roundtable is an ongoing group fostering peer learning and candid discussion. Each month's topic will be determined by the group with input from seasoned professionals in our community.

We will provide beverages. Please feel free to bring a lunch. 

Additional 2020 sessions:

• Thursday, March 26, 2020: Policies and Best Practices
• Thursday, April 30, 2020: Engaging the Donor in Discussion about Values
• Thursday, May 21, 2020: Engaging in the Philantrophic Conversation with Clients
• Thursday, June 25, 2020: Making the Ask:  Practice and Role Playing
• Thursday, July 30, 2020:PG Calc webinar:  Understanding Tax Issues that can lead to bigger gifts
• Thursday, August 27, 2020: What is an endowment and how does it work?
• Thursday, September 17, 2020: Making the Ask:  Expanding an Existing Legacy Program
  
• Thursday, October 29, 2020: Prosepcting for and stewarding legacy donors
  

Planned Giving Resources:

• Association of Fundraising Professionals - New Mexico Chapter
• Colorado Planned Giving Roundtable
• National Association of Charitable Gift Planners
• Virtual Giving