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Breakfast: Legacy Giving Discussion

April 25, 2017

A presentation on planned giving strategies by Bill Yaeger, the Senior Director of Legacy Giving at The Citadel Foundation April 25, 8:45am.

Location: Holliday Alumni Center, 69 Hagood Avenue, Charleston

Breakfast will be provided.

Have you ever wondered “How in the world do I know if this donor is a Legacy prospect?” or “How am I supposed to ask someone about their assets and where their income comes from?”  In this interactive discussion, Bill will share some ways to use the answers to your everyday questions of donors and what questions to ask to find out if they might be a legacy giving prospect.

Bill Yaeger is in his 12th year as a development officer and is the Sr. Director of Legacy Giving at The Citadel Foundation in Charleston, SC.   That foundation team has raised over $30 million for The Citadel for the last 5 years, last year eclipsing $38.5 million.  Bill holds a CFRE credential, is a member of AFP, the National Association of Charitable Gift Planners, and serves on the Board of Directors of the South Carolina Planned Giving Council. 

Register here.