TITLE : Planned giving
CITY : Atlanta , GA
DATE : Wednesday, April 09, 2008
TIME : 1:30 PM - 3:00 PM
PRICE : $ 55.00
Planned giving
 

Over the next decade, trillions of dollars will be donated to nonprofit organizations through planned gifts. These are most often unrestricted bequests of many thousands of dollars and they can make or break fundraising campaigns. You need to make sure you understand the motivations and challenges for donors and their advisors, know how to set realistic goals, and plan how you will attract and close these gifts.

Topics we will cover include:
  • Planned giving vehicles and how they work
  • Special stewardship plans for top-level donors
  • Customizing a planned giving program for your organization
  •  Keeping your donors involved and committed after the gift has been made

After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program.  This session is designed for intermediate to advanced fundraisers.

Speakers for this session:

Michael Brown
Director of Development
USO

Mike has over 15 years of major gift fundraising experience and attained the professional status of being a Certified Fund Raising Executive (CFRE) in 2005. From 1989 to 1997, Mike worked for the Atlanta Area Council of the Boy Scouts of America. As a District Director for the BSA, Mike provided leadership to one of the largest Boy Scout Districts in the United States. He worked for the American Red Cross for over five years. During this time, Mike served in a leadership fundraising capacity on over 30 disaster assignments in 15 states. Mike and his wife Kim reside in Daphne, AL, with their seven year old son, Matthew and their two year old daughter, Kate. Mike has been with the USO as Director of Development for 10 months where he works on major gifts and is responsible for all planned giving for the organization.

Christine Eckoff
Director of Planned Giving
Georgia State University

Christine Eckoff is Director of Planned Giving at Georgia State University. She is on the Board of the Association of Fund Raising Professionals (AFP) and the non-profit For Pete’s Sake. She is also a member of the Junior League of Atlanta and the Georgia Planned Giving Council. She graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill, and LL.M. in taxation at the University of Washington. Christine has held development positions at UPLIFT, Inc. and Duke University. Most recently, she worked for a tax boutique law firm specializing in complex tax shelter defense, estate planning, and white collar criminal defense in Seattle, Washington. She is currently Director of Planned Giving at Georgia State University in Atlanta.

James Fogal
Director of Development
Ludwig von Mises Institute

James W. Fogal, CFP®, ChFC® is Director of Development of the Mises Institute. He has over a decade of experience in education development. Before joining the Mises Institute, he worked with Embry-Riddle University, the Christian Appalachian Project and Asbury College. He is active in several professional organizations, such as the Alabama Planned Giving Council, the Association of Fundraising Professionals, and the Financial Planning Association, and has been honored twice with the Kentucky Colonel award for community service and leadership. He has earned the following designations: CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Accredited Tax Advisor, Certified Fund Raising Executive and Certified Specialist in Planned Giving. Fogal holds a Master`s degree in philanthropic studies from Indiana University and a Bachelor`s degree in Classics from Asbury College. He did further graduate work at Vanderbilt University in Institutional Advancement, and studied personal financial planning at the University of Central Florida in Orlando.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

8:00 AM - 9:00 AM

Panel discussion and dialogue with Grantmakers

9:00 AM - 12:00 PM

$ 95.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:00 PM - 1:00 PM

Finding Funders: the art of successful research

1:00 PM - 3:00 PM

$ 55.00

 All levels
Proposal writing

1:00 PM - 3:00 PM

$ 55.00

 All levels
Exploring the world of corporate sponsorship

1:00 PM - 3:00 PM

$ 55.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

How to build a successful relationship with grantmakers

3:30 PM - 5:00 PM

$ 55.00

 All levels
Winning proposals: a tour of four successful case studies

3:30 PM - 5:00 PM

$ 55.00

 All levels
Cause marketing: building profitable relationships with corporate partners

3:30 PM - 5:00 PM

$ 55.00

 All levels

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Engaging your board

8:00 AM - 10:00 AM

$ 55.00

 All levels
Special events fundraising

8:00 AM - 10:00 AM

$ 55.00

 All levels
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

 All levels

Networking break -Participants registered for the next session are served mid-morning refreshments

10:00 AM - 10:30 AM

Major gifts fundraising

10:30 AM - 12:30 PM

$ 55.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:30 PM

Annual giving campaigns

1:30 PM - 3:00 PM

$ 55.00

 All levels
Fundraising in the one-person development shop: making the most of a shoestring budget

1:30 PM - 5:00 PM

$ 95.00

 All levels
Planned giving

1:30 PM - 3:00 PM

$ 55.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Direct mail fundraising

3:30 PM - 5:00 PM

$ 55.00

 All levels
Capital campaigns

3:30 PM - 5:00 PM

$ 55.00

 All levels


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