Planned Giving

Podcast: Planned Giving with Orr Group

Show Transcript

When it comes to fundraising, organizations can turn to planned giving for a major source of contributions. As planned giving becomes an important part of capital campaigns, it’s crucial to think about how this approach could benefit your organization.

Quanda Allen, Group Vice President of Practice Development at SunTrust Bank, sat down with Kelly Dunphy, Managing Director of Orr Group, to talk about navigating the planned giving landscape.

Learn more about planned giving’s role in your fundraising efforts.

Find more tips at our Foundations and Endowments nonprofit insights page, or contact a SunTrust relationship manager or investment advisor at 866.223.1499.

The general information in this podcast is to be considered educational in nature. The opinions offered are those of Kelly Dunphy, managing director of Orr Group, and are not to be attributed to SunTrust. SunTrust makes no guarantee that the information provided or opinions given will meet the objectives or the particular needs of any specific person who may receive this commentary.

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.