May 10, 2023 – Sharpening Your (Estate) Planning Skills – Getting Your Donor to Take the Next Step

May 10, 2023 @ 11:30 am – 1:30 pm
Zapara School of Business board room at La Sierra University
4500 Riverwalk Parkway
Riverside CA 92505
Christine Cales

May 2023 Meeting

Sharpening Your (Estate) Planning Skills – Getting Your Donor to Take the Next Step

Presented by Ken Turpen, CFRE, FCEP

Every planned giving professional gets frustrated with donors that express interest but they won’t take the next step . . . getting to their attorney and putting your institution in their estate plan. Our session will explore reasons why this is happening and how you can move your donor forward in the process. Come ready to for a discussion and sharing what’s worked for you!

Ken Turpen joined Thompson & Associates in 2012. He expresses great confidence and faith in Thompson & Associates’ unique model, and he uses his passion and talents every day in assisting individuals in making important financial decisions regarding estate planning. Ken holds a deep passion for philanthropy and brings more than 25 years experience working in nonprofit management. He believes that the most rewarding part of his job is playing a key role in helping people secure their future and assisting them to make an impact in ways they would not have previously dreamed were possible. He received a Bachelor of Science degree in education from the University of Texas and a Masters in Education Administration from the University of Nebraska. Ken earned his Fellow certification (FCEP) from the Charitable Estate Planning Institute.


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