TITLE : Planned giving
CITY : Washington , DC
DATE : Wednesday, May 14, 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:

David Crawford
Director, Consulting Services
The Planned Giving Company, LLC

Dave Crawford is the Director of The Planned Giving Company’s consulting services group. Dave assists non-profit organizations directly and through PGCO’s network of seasoned planned giving professionals to solicit and close planned gifts. He has served clients in education, healthcare, the arts, human services, and conservation. Dave has been instrumental in developing PGCO’s network of planned giving specialists who specialize in cultivating planned gifts using telemarketing techniques. Dave joined PGCO full-time in 2007 after serving as a PGCO Senior Consultant as well as Director of Planned Giving for George School. Dave is a Certified Financial Planner™ and previously worked in financial services before making the transition to fundraising. He earned an MBA from New York University and a BS from The Pennsylvania State University. Dave is a member of the Gift Planning Council of New Jersey, the National Committee on Planned Giving, and the Financial Planning Association.

Jared Hughes
Principal
Bellwether Consulting

Jared has over 20 years experience as a fundraiser, and has raised over $6.3 million during that time. He recently completed a project as Director of Legacy Planning for Phi Beta Kappa, implementing the 232 year-old organization’s first legacy planning program. He began his professional fundraising career at The Nature Conservancy as a Gift Planning Assistant. In 2004, Jared was honored with The Presidential Volunteer Service Award representing more than 4,500 volunteer hours. Jared is an active member of the National Committee on Planned Giving, the National Capital Gift Planning Council and The Association of Fundraising Professionals. He holds a BA from American University and a professional certificate from the National Institute of Planned Giving at the College of William and Mary.

Gayle Union
Consultant

Gayle Union is an independent fundraising consultant, with over 25 years of development experience – including 15 years spent in creating and managing planned giving programs. She launched a regional planned giving program for the American Cancer Society and a national program for the Smithsonian’s National Air and Space Museum. During her tenure, she developed and expanded lead-generation/marketing materials, increased the size, scope and staff of these programs, and raised over $16 million in planned gifts. Gayle has been a Certified Fundraising Executive since 1985. She is a member of the National Committee on Planned Giving, current board member and immediate past president of the National Capital Gift Planning Council, and former board member of the Association of Fundraising Professionals, DC chapter. She holds a B.A. from the University of Wisconsin and an M.A. from George Washington University.

Bruce Wenger
Vice President of Client Services & Senior Consultant
IDC

Bruce was born in Minneapolis, Minnesota and graduated with a degree in Government from Lawrence University in Appleton, Wisconsin. His 20 years of fundraising experience, much of which has been as a Vice President of Client Services with IDC, includes successful donor acquisition programs for Cambridge and Oxford Universities in the United Kingdom as well as consulting to hundreds of fund raising efforts across the United States and Canada. He makes his home in Henderson, NV and serves IDC clients with needs in planned giving, annual giving and campaign counsel. Bruce has been a frequent speaker for CASE, AHP and NAIS.

 

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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

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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

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Special events fundraising

8:00 AM - 10:00 AM

$ 55.00

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Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

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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

Planned giving

1:30 PM - 3:00 PM

$ 55.00

 All levels
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

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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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