19 Jan Telluride Foundation: FREE Planned Giving Workshop for Nonprofits Continues, 1/30/25!
The Telluride Foundation hosts Free “Planned Giving” workshop in collaboration with Sage Martin (Mountainfilm ED) and Sara Bachman (Attorney). Event on January 30th takes place at the Telluride Science & Innovation Center, (formerly The Depot).
Go here for more about the Telluride Foundation (back to 2009).
Planned Giving – also called legacy giving – is a way for individuals to donate to a nonprofit through financial or estate planning tools. To help nonprofits gain actionable insights about how to effectively incorporate planned giving into their organization, the Telluride Foundation is hosting a “Planned Giving” workshop. The workshop, taught by Sage Martin, Executive Director of Mountainfilm and Sara Bachman, Attorney at Law, will be held at the Telluride Science & Innovation Center, as well as via Zoom, on January 30th noon – 1:30 p.m.
The free event, taught over the lunch hour, is open to anyone wanting to learn more about how to set up a simple planned giving program for your nonprofit that will engage donors and generate important future income. The workshop will demonstrate the benefits of planned giving to both your donors and your nonprofit, as well as the basic terminology and concepts of such programs.
Additionally, attendees will learn how to identify, cultivate and steward planned giving donors and understand the different vehicles of a bequest program:
“We look forward to sharing simple ways to get a charitable bequest program started at your nonprofit that both engages donors and provides long-term support for your mission,” says Martin.
Sage Martin, more:
Sage Martin is currently the executive director of Mountainfilm and has dedicated her professional career to working for outstanding nonprofits, including Sierra Club, Save the Redwoods, The Trust for Public Land and Telluride Mountain School.
Sage has worked for environmental and education organizations as a nonprofit fundraiser, planned giving director, and executive director for over 28 years. She holds a bachelor’s degree from University of Colorado, Boulder, and a master’s degree in nonprofit administration from the University of San Francisco.
In 2004, Sage moved from San Francisco to Telluride with her family. Sage’s board service includes the Northern California Planned Giving Council, The Trust for Public Land Colorado Advisory Council, the Telluride Foundation, and the Telluride Lizard Head Hockey board.
Sara Bachman, more:
Sara Bachman has owned and operated a private law practice in Naturita, CO (Bachman Law, LLC) since 2016. Sara is licensed to practice law and serve clients in Colorado and Wyoming and is dedicated to providing her clients with competent and compassionate legal services.
Sara is a native to Colorado’s West End, having grown up on her family’s ranch in Nucla and, as a result, has a deep affinity and pride for rural America.
Aside from practicing law, Sara is committed to her community and serves many nonprofit organizations and missions in the region while prioritizing fun with her husband and daughters.
Sara will be most specifically sharing her knowledge about post-death gifts/bequests, as well as pre-death giving options such as charitable remaining trusts.
The workshop will be held at the Telluride Science & Innovation Center, 300 S. Townsend Street in Telluride and via Zoom. If you want to attend via Zoom, you must register to get access to the Zoom link at https://us06web.zoom.us/meeting/register/ezEMqP4bR_qv_RmlcDDhPw
You can also access the link by going to www.telluridefoundation.org and clicking on “Upcoming Nonprofit Workshops” under “What’s New” on the home page.
For more information, help registering, or to RSVP to attend in person, please contact Dani Laine at 728-8717 or dani@telluridefoundation.org.
Telluride Foundation, more:
This year marks the Telluride Foundation’s 25th anniversary, celebrating a quarter century of enriching the quality of life of the residents, workforce, and visitors of the Telluride Region. Through grant-making, investments in initiatives, and community development programs, the Foundation works to address critical needs and foster opportunities for long-term impact.
Since its founding in June 2000, the Telluride Foundation has partnered with donors, nonprofits, and community leaders to create lasting solutions that benefit all.
For more information, visit www.telluridefoundation.org
No Comments