TITLE : Planned giving
CITY : Boston , MA
DATE : Wednesday, September 29, 2010
TIME : 3:15 PM - 4:30 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:

Sylvette diMartino
Associate Director of Gift Planning
Northeastern University

Sylvette has been involved in fundraising for 14 years. In her current position, she is responsible for the planned giving department of Northeastern’s philanthropic program. Previously, as Senior Director of Gift Planning at Continuum Health Partners, Sylvette was responsible for leading the planned giving programs across four Continuum hospitals, where she partnered with board members and clinical leadership in cultivating, soliciting and stewarding the hospitals’ stakeholders. Before that, she held the title of Vice President with investment banking firms where she was responsible for leading marketing, trading and underwriting programs for capital markets. In this capacity, she worked at Bank of America, First Boston, and HSBC. As a volunteer, Sylvette has served as gift planning consultant for Urban Medical Group in the Boston area. Sylvette has served as Vice President of the Philanthropic Planning Group of Greater New York; and held memberships in the Planned Giving Group of New England, WID Greater Boston, Boston Chamber of Commerce, Association of Fundraising Professionals, and the Estate Planning Council of New York. She has completed her CFP at the College for Financial Planning.

Kenneth Dolbashian
Sr Advisor to the Capital Campaign
Unitarian Universalist Service Committee (UUSC)

Kenneth has been involved in estate planning and planned giving for more than 17 years. In his current position, he is responsible for UUSC's comprehensive campaign which is currently in its quiet phase. Ken regularly meets with donors and supporters and advises them as to both immediate and planned gifts to the campaign. Previously, as Sr. Associate for Major Gifts and Planned Giving at UUSC, Kenneth was responsible for re-invigorating UUSC's planned giving program including the promotion, solicitation and closing of charitable gift annuities, charitable remainder trusts and pooled income fund gifts. Before that, he practiced law as a Partner at the Law Firm of Chappell & Dolbashian where he focused on Estate Planning, and advised many of his clients on the benefits of charitable giving. Kenneth currently serves as a Corporator at BankNewport and a member of the Board of Governors for Newport Hospital, respectively. He earned Bachelor of Arts in Environmental Studies from Brown University and a Juris Doctorate in Law from New England Law. He is a member of the Planned Giving Group of New England, Surfrider Foundation and the Norman Bird Sanctuary.

Rebecca Scott
Director of Gift Planning
Tufts University

Rebecca has been involved in gift planning for 10 years. In her current position, she is responsible for working with alumni and friends who are interested in including Tufts in their long-term financial and/or estate plans as well as overseeing the planned giving communications and receipt of all gifts to Tufts from wills and estates. Previously, as Associate Director of Gift Planning at the Unitarian Universalist Association of Congregations, Rebecca worked with individuals and congregations to promote the idea of gift planning and to help people include gifts in their wills and trusts. Rebecca currently serves as a Board Member for the Planned Giving Group of New England. She earned her Bachelors of Arts degree from McGill University. She is a member of the Association of Fundraising Professionals and the Council for the Advancement and Support of Education.

 

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  • Afternoon Seminars
  • Morning Seminars

     

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

7:30 AM - 8:00 AM

Networking Break

10:45 AM - 11:15 AM

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

12:30 PM - 1:30 PM

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

2:45 PM - 3:15 PM

Tuesday September 28, 2010Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 55.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 55.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:30 PM - 2:45 PM

$ 55.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:15 PM - 4:30 PM

$ 55.00

 Advanced
Tuesday September 28, 2010Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Proposal writing

11:15 AM - 12:30 PM

$ 55.00

 Beginner
Winning proposals: a tour of three successful case studies

1:30 PM - 2:45 PM

$ 55.00

 Advanced
How to build a successful relationship with grantmakers

3:15 PM - 4:30 PM

$ 55.00

 Intermediate

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

7:30 AM - 8:00 AM

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

10:45 AM-11:15 AM

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

12:30 PM - 1:30 PM

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

2:45 PM - 3:15 PM

Wednesday September 29, 2010Individual Giving
Social Media

8:00 AM - 9:15 AM

$ 55.00

 Intermediate
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 55.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:15 AM - 12:30 PM

$ 115.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 55.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 55.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 55.00

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

1:30 PM - 4:30 PM

$ 115.00

 All levels
Special events fundraising

1:30 PM - 2:45 PM

$ 55.00

 Intermediate
Capital campaigns

1:30 PM - 2:45 PM

$ 55.00

 Intermediate
Planned giving

3:15 PM - 4:30 PM

$ 55.00

 Intermediate
Finding Individual Funders: the art of successful research

3:15 PM - 4:30 PM

$ 55.00

 Beginner


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