Planned Giving Seminar

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Join Us!

Tuesday, May 23, 2017

8:30 AM – 11:00 AM

Parish Activity Center, St. Lucy Parish

2350 Winchester Blvd, Campbell, CA 95008

Continental breakfast will be provided

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Please join us for this opportunity to be inspired about the possibilities for planned giving at your parish or school. We will offer tools and ideas for developing a new program to help you benefit fully from planned gifts.

Why Should You Think About Planned Gifts?

  • Planned gifts are an important part of any organization’s financial plan.
  • If you aren’t asking for planned gifts, someone else surely is!
  • Planned gifts don’t affect your normal cash flow and a typical planned gift is two to three times the size of the donor’s annual gift.
  • We are about to witness the largest wealth transfer in history, so don’t miss this opportunity!

Who Should Attend?

Pastors, Parochial Vicars, Business Managers, Finance Chairs, School Principals, School Development Staff, Parish Administrators, Parish Legacy Champions, and any appropriate representatives.

Please RSVP to the Foundation 

408.995.5219 or email wilkinson@catholiccf.mmediaweb.com

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Our Speakers Include

[/et_pb_text][et_pb_team_member admin_label=”Bishop McGrath” name=”Bishop Patrick J. McGrath” position=”Bishop of the Diocese of San Jose” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/Bishop-McGrath_150.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][et_pb_team_member admin_label=”Bill Marsella” name=”Bill Marsella, M.S.W.” position=”Director of Partner Relations, Catholic Community Foundation of Minnesota” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/Bill-Marsella.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][et_pb_team_member admin_label=”Fr Mark” name=”Rev. Mark Arnzen” position=”Pastor, St. Lucy Parish” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/frmark.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][et_pb_team_member admin_label=”Jim Cashman” name=”James P. Cashman” position=”Attorney, Berliner Cohen” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/jimcashman150.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][et_pb_team_member admin_label=”Ray Triplett” name=”Raymond J. Triplett” position=”President & CEO, Triplett Financial & Insurance Services LLC” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/raytriplett.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][et_pb_team_member admin_label=”Mary” name=”Mary Quilici Aumack” position=”Executive Director, The Catholic Community Foundation of Santa Clara County” image_url=”https://catholiccf.mmediaweb.com/wp-content/uploads/2017/04/mary150.jpg” animation=”off” background_layout=”light” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_team_member][/et_pb_column][et_pb_column type=”1_3″][et_pb_sidebar admin_label=”Join Us” orientation=”left” area=”et_pb_widget_area_17″ background_layout=”light” remove_border=”off”] [/et_pb_sidebar][et_pb_sidebar admin_label=”What is an Endowment?” orientation=”left” area=”et_pb_widget_area_19″ background_layout=”light” remove_border=”off”] [/et_pb_sidebar][/et_pb_column][/et_pb_row][/et_pb_section]