The Pentera Blog
Webinar 5/6: Aquanetta Betts, “The Dynamic Duo—Estate Planning and Planned Giving: What Fundraisers Should Know About the Pair”
In today's evolving philanthropic landscape, understanding the intricate relationship between estate planning and planned giving is crucial for fundraisers seeking to secure legacy gifts and cultivate a strong planned giving pipeline. With the wealth transfer underway, changing tax provisions and shifting trends in individual giving, estate planning, and planned giving have become more intertwined than ever before.
This Pentera webinar will illuminate the symbiotic nature of these strategies and provide fundraisers with the knowledge and tools needed to leverage their combined power for fundraising success.
This session will feature:
- Valuable insights into donor motivations.
- Practical strategies for integrating these concepts into fundraising practices.
- Effective techniques for engaging donors.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Aquanetta Betts joined George Mason University in September 2022 as the director of planned giving. Previously, she was the senior executive director of planned giving for World Vision (Eastern U.S.) for nearly five years. Before that she spent 11 years as an estate-planning attorney, focusing on wills, trusts, and estates. Aquanetta is licensed to practice law in the District of Columbia and Maryland. She serves on the board of the Baltimore Estate Planning Council and has held leadership roles in various professional organizations. Currently, she serves on the board of the National Association of Charitable Gift Planners. Aquanetta holds designations as a Chartered Advisor in Philanthropy®, an Accredited Estate Planner®, and a Certified Fund Raising Executive®. She earned her juris doctor from Nova Southeastern University and her bachelor of arts in English from Florida International University.
