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TITLE
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Planned giving
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CITY
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Washington , DC
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DATE
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Wednesday, May 19, 2010
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TIME
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3:15 PM - 4:30 PM
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PRICE
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$ 60.00
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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:
| | Monica Estabrooke | | Gift Planning Officer | | AARP Foundation | | Monica has been involved in fundraising for 15 years. In her current position, she is responsible to assist in the development and implementation of planned giving strategies for AARP membership nationwide. She interacts with 50+ donors and prospects cultivating relationships and helping to shape gift arrangements. Previously, as Manager for the Planned Giving Programs at United Way of America, Monica was responsible to provide consultation, training, and mentorship to 1400 local United Way volunteers and staff nationwide. Before that, she worked as VP of Major Gifts and Planned Giving at UW of Dutchess County NY where she was responsible to develop and implement major gifts and planned giving programs for a United Way with a revenue of about $7M. Monica currently serves as a Board Member for United Way of America Retirees Association. She earned Bachelors Degree in Economics and HR Development from SUNY New York system. She is a member of Partners in Philanthropic Planning. She Serves on the President's Council of the Heritage Institute, and certified by the Heritage Institute as a philanthropic planning coach. | | | Phil Melberg | | Consultant | | Charitable Giving | | Phil has been involved in development for 40 years. In his current position, he is a consultant for nonprofit organizations in developing present and future planned giving strategies. Previously, as Director of Planned Giving at National Rifle Association of America, Phil was responsible for donor identification, cultivation, solicitation and recognition for their Heritage Society. Prior to that, he was Development Director at Boy Scouts of America where he was responsible for planned giving, foundation solicitation, event sponsorships, strategic planning, volunteer recruitment and training. Phil currently serves as volunteer the National Capital Presbytery Stewardship Committee, Presbyterian Endowment, and Education Resource Network. He is a member of National Capital Gift Planning Council Partnership for Philanthropic Planning, and the National Eagle Scout Association. He earned BS in Youth Agency Administration from Missouri Valley College. | |
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| 2010 DC 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 DC Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
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. In 2009, we are also introducing a two-day pass so that attendees can attend all sessions at a reduced price.
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.
ONE-ON-ONE MENTORING SESSIONS
In 2010, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics. However, each mentoring session that you sign up for will focus entirely on questions facing your organization.
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
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The Summit will be taking place at Catholic University which is 3 miles north of downtown DC, and close to all forms of public transportation. The full address is:
Catholic University of America (CUA)
Edward J. Pryzbyla Center
620 Michigan Ave NE
Washington, DC 20064
The Registration table will be in the Atrium.
Public Transportation
CUA is located on the Metro Red Line at the Brookland/CUA stop. Exit left out of the turnstile and the CUA campus is at the top of the Metro escalator. You will cross John McCormack Rd. Continue up the sidewalk between Gowan and Pangborn Halls. Turn south at the Crough Center. The Pryzbyla Center is directly behind the Crough Center.
Directions by car
From the West, I-66:
I-66 from Virginia empties onto Constitution Avenue. Continue east on Constitution Avenue and turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the South, I-95:
When I-95 intersects the Capital Beltway in Springfield, Virginia, follow I-395 North. After crossing the Potomac River, take the "Route 1 North" exit. The road becomes 14th Street, NW. Turn right on Constitution Avenue. Turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the East, Route 50:
Take Route 50 West (becomes New York Avenue) and exit on South Dakota Avenue. After approximately 1.3 miles, turn left onto Monroe Street. Follow Monroe Street until it merges with Michigan Avenue. You will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the Northwest, I-70 to I-270:
From Frederick, Maryland, take Exit 53, I-270 South to Washington. I-270 divides. Take the 495 East, Silver Spring/College Park exit (two left lanes). You will eventually feed onto the beltway, I-495. Continue on I-495 and take Exit 22 B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. At Michigan Avenue, Monroe Street ends. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the North, I-95 to I-495:
Follow I-95/I-495 South to Exit 22B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. Monroe Street ends at Michigan Avenue, NE. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
Parking at Catholic University
Parking for the Pryzbyla Center is available in the nearby McMahon Parking lot. Parking permits for this parking lot can be purchased in the Pryzbyla Center at $7/day/vehicle. If you are attending both days you can purchase your permit for both days for $14. Once you enter the Pryzbyla Center, look to the left and go to the Information Desk to purchase the permits. The passes can be purchased starting at 7am. They take cash, check, credit card, or debit card.
Hotel Accommodations
Most hotels near the Summit venue are within the $140-$319 per night range. The following hotels are within a two-block radius of the venue:
1. Fairfield Inn By Marriott BOOK NOW 1.7 miles from venue
2. Holiday Inn Express Washington
National Arboretum BOOK NOW 1.7 miles from venue
3. Renaissance Washington DC BOOK NOW 2.6 miles from venue
4. Holiday Inn Washington-Central/
White House BOOK NOW 2.6 miles from venue
5. Courtyard by Marriott Embassy Row BOOK NOW 2.8 miles from venue |
| Sponsors
| The event sponsors include:
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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 $60.00 per session. If you register for a full Summit pass, 2 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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