The Art of Talking to Donors About Planned Giving

Speaker: John Harmon Partner, Lovett Bookman Harmon Marks LLP John will highlight all the major planned giving vehicles, but will focus more on how to engage donors in a successful conversation regarding why they should include charity in their estate plans. He will provide strategies as to how to move donors along in planned giving conversationsand provide personal anecdotes on what has been successful in his career in ensuring charity becomes a part of one’s estate. About John John is a partner at the law firm of Lovett Bookman Harmon Marks LLP, where he concentrates on estate and trust law. He serves his community through active participation in numerous capacities at First Lutheran Church in downtown Pittsburgh, which specifically includes programs to support and benefit the downtown business community, the resident urban poor and the homeless, as well as to enhance the artistic and religious life of the larger community. He is a member of the Board of Directors of the The Pittsburgh Foundation, which he serves as Vice Chair and Chair of the Development and Donor Services Committee, and an emeritus director of the Board of Directors of the West Virginia University Foundation, where he served on the Executive Committee, having rotated off the Board due to term limits. He is an emeritus director of the Board of the St. Margaret Memorial Hospital Foundation. He is also an emeritus Trustee of The Linsly School on which Board he served for 25 years, frequently as a member of the executive committee, officer and/or committee chair. He is a former member of the Board of Trustees of the Pittsburgh History & Landmarks Foundation and of the Board of Trustees of the Forbes Fund, which he served as Chair. He is also a Trustee of many private family foundations.