This presentation was given during the 2022 Practical Planned Giving Conference hosted by Crescendo Interactive in San Diego, California. See Carolyn's Nonprofit Blog for a write-up: https://carolynmappleton.com/2022/09/12/practical-planned-giving-and-major-gift-fundraising. I updated the presentation and gave it as a webinar for Crescendo Interactive in April 2023, and that presentation is posted on ISSUU as well.
