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2012 SAIS Planned Giving Symposium Materials
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SAIS Planned Giving Symposium

On January 30-31, SAIS and Alexander Haas co-hosted a Planned Giving Symposium for independent school heads, board members, and development officers. Linda McNay, Ph.D., partner at Alexander Haas, shared simple steps to begin a successful planned giving program and suggestions on how to enhance current planned giving efforts.

Use the links below to download presentations from the Planned Giving Symposium. Note that downloads will begin immediately. Contact LeeAnne Minnick at leeanne@sais.org if you have any trouble retrieving any files.

Planned Giving Made Easy - Linda McNay

Endowment Investing-Practical Considerations - Barry Berlin

Planned Giving Recommendations for Independent Schools - Matt Cole

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