TITLE : Planned giving
CITY : Washington , DC
DATE : Wednesday, May 19, 2010
TIME : 3:15 PM - 4:30 PM
PRICE : $ 60.00
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:

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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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Participants registered for the first session 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 May 18, 2010Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 60.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 60.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 60.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:30 PM - 2:45 PM

$ 60.00

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

3:15 PM - 4:30 PM

$ 60.00

 Advanced
Tuesday May 18, 2010Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 60.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 60.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 60.00

 Beginner
Winning proposals: a tour of three successful case studies

1:30 PM - 2:45 PM

$ 60.00

 Advanced
How to build a successful relationship with grantmakers

3:15 PM - 4:30 PM

$ 60.00

 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 May 19, 2010Individual Giving
Social Media

8:00 AM - 9:15 AM

$ 60.00

 Intermediate
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 60.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:15 AM - 12:30 PM

$ 120.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 60.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 60.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 60.00

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

1:30 PM - 4:30 PM

$ 120.00

 All levels
Special events fundraising

1:30 PM - 2:45 PM

$ 60.00

 Intermediate
Capital campaigns

1:30 PM - 2:45 PM

$ 60.00

 Intermediate
Planned giving

3:15 PM - 4:30 PM

$ 60.00

 Intermediate
Finding Individual Funders: the art of successful research

3:15 PM - 4:30 PM

$ 60.00

 Beginner


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