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Monday, October 7 • 3:15pm - 4:15pm
Leveraging Advisor Partnerships and Seminars For Planned and Major gifts

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Discover how to expand your resources by partnering with legal and financial advisors to help obtain planned and major gifts. Learn how to implement and incorporate successful wills planning seminars into your programs that will garner new bequests and self-identified leads. Best of all, see how implementing these ideas have minor costs while reaping big benefits.

1. Learn why and how to partner with advisors
2. Discover various ways that advisors can secure gifts for your organization
3. Learn how to use seminars to garner planned gifts

avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →
avatar for M. Jan Akre

M. Jan Akre

Attorney, Anderson and Anderson Law, PC
Mr. M. Jan Akre is an attorney and owner of the oldest law firm in Southern California. Over the years he has been a partner in the Banking and Corporate practice at two national law firms, the managing partner of a regional law firm and has worked in the law department of a national... Read More →

Monday October 7, 2019 3:15pm - 4:15pm PDT
Hermitage C