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Free Webinar: Planned Giving in 2020: How to be Wildly Effective in Wild Times
Virtual Meeting
Thursday, May 21, 2020, 9:00 AM - 10:00 AM EDT
Category: Webinars

Planned Giving in 2020: How to be Wildly Effective in Wild Times

Click below to email Julie Marsiglio to register.

Program Overview

Presented by Planned Giving Council of Upstate New York, join them as Patrick Schmitt of FreeWill will address the rapidly changing landscape, and what it means for planned giving leaders.

Together, they'll walk through:

  • Overall trends in estate planning and planned giving, and how it will shift your strategy
  • Key messages that are thoughtful, kind, and effective in this moment
  • How giving types like QCDs and stocks will be affected by the recession and the CARES Act
  • Best practices from around the nonprofit landscape


Patrick Schmitt

Patrick Schmitt is the Co-founder and Co-CEO, a social venture he founded at Stanford University in 2016 alongside Jennifer Xia. In three years, FreeWill has grown to 60 staff, hundreds of nonprofit partners, and generated more than $1.4 billion in new bequests and QCD gifts. In 2019, Jenny & Patrick were named "Top 50 Philanthropists" worldwide by Town & Country.

Previous to FreeWill, Patrick served as Head of Innovation at Change.org, helping to grow that organization to 200 million users. He also served as a ghostwriter and Head of Email Fundraising for President Obama, helping to develop many of the current best practices in digital fundraising. 

Click below to email Julie Marsiglio to register.