TITLE : Planned giving
CITY : Denver , CO
DATE : Wednesday, November 12, 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:

Joseph G. Hodges Jr.
Attorney At Law
Colo Proprietor

Joseph G. Hodges Jr., a graduate of Lake Forest College and CU Law School, is a solo practitioner with offices in Denver and Dillon, Colorado. He concentrates his law practice in estate planning, estate and trust administration, charitable planned giving, foundations and general non-profit corporate compliance matters. He is a Fellow and Past Regent of the American College of Trusts and Estate Counsel, a member and past Council member of the ABA Real Property, Probate and Trust Law Section, and a member of the Colorado Planned Giving Roundtable, the National Committee on Planned Giving and the Denver Estate Planning Council. Joe has had numerous opportunities to address planned giving issues during his 30-year legal carrier, both with his own planning clients and as a past Board member of CPGR, plus as current member of the Colorado Leave a Legacy Committee, where the concepts of planned gifts are being fostered.

George Pickell
Director of Planned Giving
University of Northern Colorado Foundation, Inc.

Following twenty years as a banking professional, George entered the fundraising profession in January of 1999. His first position was the Director of Planned Giving and Major Gifts for Pittsburg State University, Pittsburg, Kansas. During that time utilizing his marketing and business skills he developed a comprehensive planned giving program for the University. Utilizing his strategic planning and marketing skills his work contributed significantly toward raising nearly twenty million dollars during the capital campaign launched within one year from his arrival. He has significant experience in cultivating and enlisting donor support for all departments of two Universities. In his current position he is responsible for the planned giving program and anticipates being the major fundraiser in the next capital campaign. George is a member of the Association for Fundraising Professionals and the Colorado Planned Giving Roundtable.

 

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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

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

12:00 PM - 1:00 PM

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

3:00 PM - 3:30 PM

Tuesday November 11, 2008Foundation Track
Panel discussion and dialogue with Grantmakers

9:00 AM - 12:00 PM

$ 95.00

All levels
Finding Funders: the art of successful research

1:00 PM - 3:00 PM

$ 55.00

 Beginner
Proposal writing

1:00 PM - 3:00 PM

$ 55.00

 Intermediate
How to build a successful relationship with grantmakers

3:30 PM - 5:00 PM

$ 55.00

 Intermediate
Winning proposals: a tour of four successful case studies

3:30 PM - 5:00 PM

$ 55.00

 Advanced
Tuesday November 11, 2008Corporate Track
Exploring the world of corporate sponsorship

1:00 PM - 3:00 PM

$ 55.00

 Beginner
Cause marketing: building profitable relationships with corporate partners

3:30 PM - 5:00 PM

$ 55.00

 Advanced

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

7:00 AM - 8:00 AM

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

10:00 AM - 10:30 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

3:00 PM - 3:30 PM

Wednesday November 12, 2008Individual Track
Engaging your board

8:00 AM - 10:00 AM

$ 55.00

 Intermediate
Special events fundraising

8:00 AM - 10:00 AM

$ 55.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

 Intermediate
Major gifts fundraising

10:30 AM - 12:30 PM

$ 55.00

 Intermediate
Planned giving

1:30 PM - 3:00 PM

$ 55.00

 Advanced
Annual giving campaigns

1:30 PM - 3:00 PM

$ 55.00

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

1:30 PM - 5:00 PM

$ 95.00

 All levels
Direct mail fundraising

3:30 PM - 5:00 PM

$ 55.00

 Intermediate
Capital campaigns

3:30 PM - 5:00 PM

$ 55.00

 Advanced


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