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TITLE
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Planned giving
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CITY
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Atlanta , GA
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DATE
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Wednesday, April 09, 2008
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TIME
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1:30 PM - 3:00 PM
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PRICE
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$ 55.00
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Planned giving
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 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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| Atlanta Fundraising Summit
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A relationship approach to fundraising
Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Atlanta Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community.
Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
|  The Summit will take place at the Cobb Galleria Centre, which is situated 10 minutes from downtown Atlanta, and is easy to reach by public or private transportation. The full address is:
Cobb Galleria Centre, Room BR A
Two Galleria Parkway
Atlanta, Georgia 30339
Public Transportation
The Cobb Galleria Centre is Bus accessible. Take the # 10 CCT (Cobb County Transit) From the Art Center Train station, or the # 50 from Powers Ferry, or the # 70 from South Cobb Drive to Cumberland Parkway. The Galleria Mall and Cobb Centre are connected by the pedestrian sky-bridge.
Directions by car
If Traveling Northbound on I-75 (or coming from Atlanta Airport):
If traveling north on I-75 take Exit 258/Cumberland Boulevard. Go west on Cumberland Boulevard and proceed to Cobb Parkway/US 41. Turn right on Cobb Parkway and go 7/10ths of a mile to Galleria Drive. Turn right onto Galleria Drive and right again into the Cobb Galleria Centre parking deck.
If Traveling Southbound on I-75:
If traveling south on I-75 take Exit 258/Cumberland Boulevard. Go west on Cumberland Boulevard and proceed to Cobb Parkway/US 41. Turn right on Cobb Parkway and go 7/10ths of a mile to Galleria Drive. Turn right onto Galleria Drive and right again into the Cobb Galleria Centre parking deck.
Directions from I-285 Eastbound:
If traveling east on I-285 take Exit 19/Cobb Parkway/US 41. Turn right onto Cobb Parkway and move into the left -hand turning lane. Turn left onto Galleria Drive and right into the Cobb Galleria Centre parking deck.
Directions from I-285 Westbound:
If traveling west on I-285 take Exit 20/Cobb Parkway/US 41. Turn left onto Cobb Parkway and go under I-285. Make a left hand turn at the second traffic light onto Galleria Drive and turn right into the Cobb Galleria Centre parking deck.
Parking at the Cobb Galleria Centre
Parking is available in any of the three Cobb Centre parking garages. The Cobb Centre offers complimentary parking.
Hotel Accommodations
Most hotels near the Summit venue are within the $150-$200 per night range. The following hotels are within a two-block radius of the venue:
1. Sheraton Suites Galleria - Atlanta (770) 955-3900
2. Courtyard by Marriott: Cumberland Center (770) 952-2555
3. DoubleTree Guest Suites Galleria Atlanta (770) 980-1900
4. Renaissance Waverly Hotel (770) 953-4500
5. Embassy Suites Hotel Atlanta-Galleria (770) 955-4183
6. Wingate Inn and Suites Atlanta Galleria Center (678) 214-6000 |
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $ per session. If you register for a full Summit pass, mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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