Bequest Bootcamp

As a followup to the annual Organization Endowment Breakfast, the Foundation development staff invited nonprofit representatives to a live webinar on Wednesday, March 17.  "Bequest Bootcamp - 10 Exercises You Can Do To Strengthen Your Bequest Program" was presented nationwide by Karen Gallardo, Senior Director of Gift Planning and Major Gifts at the AARP Foundation, and viewed locally in our boardroom.

As he left the presentation, Jim Reynolds of St. Paul's Episcopal Church commented "Great information - thanks for inviting me!" In a group discussion following the webinar, both Susan McGarry of Harbor Hospice and Marian McDermed of Big Brothers Big Sisters stated that there were a number of practical ideas that could be implemented right away. "The important thing here is that all of the area nonprofits need to be on message," said Bob Chapla, our VP Development.  "Bequests from individuals like Charles Hackley, the most prominent Muskegon philanthropist, to Ruth Skwarek, a quiet school teacher, have made a tremendous difference in the quality of our lives here today.  Promising to make a gift from your estate when you no longer need it - and telling the organization you're giving it to - is something most of us can do."

The Foundation development team plans to offer additional opportunities for area nonprofits to gather and learn while sharing ideas and strategies.