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PLANNED GIVING VOLUNTEERS


Term: Five years (renewable)

Responsibilities

Acquaint yourself with the basics of Planned Giving so you can talk to your classmates in general terms. After an initial conversation, refer classmates to the Office of Planned Gifts and Bequests.

Through an annual letter and your class’s newsletter, disseminate information about bequests and planned gifts.

Work with Smith’s planned giving staff to identify candidates whom you feel might consider a life income gift and/or a bequest to the college.

Acknowledge new Grécourt Society members and planned gifts from classmates.

Spread the word about The Grécourt Society and encourage membership.

Attend reunion if possible and present to your class a planned giving report, prepared by the planned giving office.

Attend one volunteer conference, traditionally held in autumn.

Be aware of current issues at Smith and be prepared to discuss them.Attend Smith events in your area if possible.

Set an example by including Smith in your estate plans and/or by becoming a life income gift donor, by joining The Grécourt Society, and by making an annual contribution to the Alumnae Fund.

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