TITLE : Planned giving
CITY : Boston , MA
DATE : Wednesday, September 30, 2009
TIME : 3:30 PM - 4:45 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:

Joseph April
Director of Institutional Advancement
MassBay Community College

Joe is a veteran of 20 years as a development professional with experience in human service organizations, museums and higher education, especially in community colleges. Currently director of institutional advancement at Massachusetts Bay Community College, he also serves as the executive director of the MassBay Foundation and is directing their first-ever campaign and coordinating the college`s Planned Giving Program. As a consultant with Brakeley Briscoe and the Clements Group, he has participated in pre-campaign planning and feasibility studies for a variety of organizations including SUNY Cortland, American Institute for Economic Research, Anne Arundel CC, SW Mississippi CC, Rappahanock CC and Massachusetts State Police Museum. His area of expertise is in creating vibrant planned giving programs. Professionally active, Joe is on the Council for Resource Development`s National Board of Directors and is a regular presenter at CRD and AFP conferences. He serves on the boards of many charitable and civic organizations.

Susan DameGreene
President
BIPSTER LLC

Susan DameGreene is President of BIPSTER LLC, a Planned Giving firm specializing in Future and Realized Bequest and Planned Gift tracking/reporting/collecting. Most recently, Susan, as Senior Associate Director of Gift Planning at American Red Cross NHQ supported/trained 2800 chapters in Planned Giving, raising $75 million yearly. While at the ANRC, Susan brought in a $25 million gift, largest in ANRC history. Earlier, as Associate Director of Planned Giving, she supported 15 Planned Giving Representatives for St. Jude Children`s Research Hospital, Memphis, TN managing the department of 6, which raised $16-$23 million yearly. With 25 years in Planned Giving, Susan started Planned Giving Councils in both Memphis and RI and was first President of PGCRI. She was VP for Programs of the DC PG Chapter and chaired Planned Giving Days `96. Susan speaks nationwide, in Canada and has been published in The Journal of Gift Planning and Planned Giving Today.

Mary Beth Martin
Senior Managing Director
Changing Our World, Inc.

Since 1988, Mary Beth has worked extensively in higher education focusing on the establishment of fundraising programs, planned giving, major gifts and capital campaigns. Mary Beth provides planned giving advice to numerous clients in addition to fundraising strategy and capital campaign oversight. She is co-editor and a major contributor to Mapping the New World of American Philanthropy. She addresses national and regional organizations as well as nonprofit boards and staff on the topics of planned giving, donor relations and campaign management. Mary Beth served as an adjunct professor of Business Law at Boston College. Previously, she worked as a Trust and Estate Administrator at State Street Bank and Trust Company and the Bank of Boston. She received a B.A. degree from Boston College and a J.D. degree from Boston College Law School.

 

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  • Afternoon Seminars
  • Morning Seminars

     

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

7:15 AM - 8:00 AM

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

12:30 PM - 1:45 PM

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

3:00 PM - 3:30 PM

Tuesday September 29, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 55.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 55.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 55.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 55.00

 Intermediate
Tuesday September 29, 2009Corporate 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

1:45 PM - 3:00 PM

$ 55.00

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

3:30 PM - 4:45 PM

$ 55.00

 Advanced

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

7:15 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 - 1:45 PM

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

3:00 PM - 3:30 PM

Wednesday September 30, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 55.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 55.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 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

1:45 PM - 5:00 PM

$ 115.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 55.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 55.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 55.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 55.00

 Intermediate


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