Planned Giving Roundtable - Albuquerque

Center for Nonprofit Excellence

2340 Alamo SE, 2nd Floor
Albuquerque, NM 87106


The Planned Giving Roundtable is an ongoing group that provides a space to talk about the different aspects of legacy gifts. Each month there is a different topic and the space is open to nonprofits at any point in their planned giving journey. 

December Topic

Planned Gifts from IRAs

Anna O'Connell of Merrill Lynch will share how Individual Retirement Accounts can be used as a planned giving tool. 

Participants are encouraged to bring their lunch to this brown bag event.  


Executive Directors, Development Directors, Development Staff

Thursday, 05 December, 2019


Center for Nonprofit Excellence

Phone: 5052451727
Website: Click to Visit