TITLE : Planned giving
CITY : Detroit , MI
DATE : Wednesday, September 10, 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:

Rick Kress
President
Gift Planning Associates

Rick Kress is one of 81 ACFREs in the world (Advanced Certified Fund Raising Executive). He was the VP of Development at Providence Hospital, Beaumont Hospital, and Lutheran Social Services of Michigan. He has consulted in planned gifts, major gifts, capital campaigns, strategic planning, audits, feasibility studies, Board development, prospect management, and writing. Mr. Kress has been a speaker at AFP and AHP International Conferences and many local fundraising conferences in the midwest. He was the AHP Detroit Chapter president in 2000. He has consulted for health, human services, and religious organizations.

Scott Schropp
Vice President
The Iles Group at Merrill Lynch

Scott Schropp has worked in the financial services industry since 1984. He is a partner with the Iles Group at Merrill Lynch. A graduate of Ferris State University and Northwestern University ABA National Trust School, Scott also attended the Executive Education program at the Wharton School of Business. He is a Certified Trust and Financial Advisor, A Chartered Advisor in Philanthropy and a Certified Investment Management Analyst. Scott is a Philanthropic Advisor with the Council on Foundations and an active member of the Council of Michigan Foundations, Michigan Nonprofit Association, National Planned Giving Council and the Northeast Michigan Estate Planning Council.

 

Click on any seminar title or the arrow on the right side to learn more about that seminar

  • Networking Sessions
  • Afternoon Seminars
  • Morning Seminars

Tuesday, September 09, 2008

Seminar TitleTimePrice
Breakfast
Prior to panel discussion, participants and experts become acquainted over a continental breakfast
8:00 AM - 9:00 AM$ 0.00 
Panel discussion and dialogue with Grantmakers9:00 AM - 12:00 PM$ 95.00More
Lunch
Participants and experts registered for the next session make new contacts over lunch
12:00 PM - 1:00 PM$ 0.00 
Finding Funders: the art of successful research1:00 PM - 3:00 PM$ 55.00More
Proposal writing1:00 PM - 3:00 PM$ 55.00More
Exploring the world of corporate sponsorship 1:00 PM - 3:00 PM$ 55.00More
Networking break
Mid-afternoon refreshments are served to attendees registered for the next session
3:00 PM - 3:30 PM$ 0.00 
How to build a successful relationship with grantmakers 3:30 PM - 5:00 PM$ 55.00More
Cause marketing: building profitable relationships with corporate partners 3:30 PM - 5:00 PM$ 55.00More
Winning proposals: a tour of four successful case studies 3:30 PM - 5:00 PM$ 55.00More

Wednesday, September 10, 2008

Seminar TitleTimePrice
Breakfast
Participants registered for the first session become acquainted over a continental breakfast
7:00 AM - 8:00 AM$ 0.00 
Engaging your board8:00 AM - 10:00 AM$ 55.00More
Special events fundraising8:00 AM - 10:00 AM$ 55.00More
Online fundraising: harnessing technology to build and maintain relationships9:00 AM - 12:30 PM$ 95.00More
Networking break
Participants registered for the next session are served mid-morning refreshments
10:00 AM - 10:30 AM$ 0.00 
Major gifts fundraising10:30 AM - 12:30 PM$ 55.00More
Lunch
Participants and experts registered for the next session make new contacts over lunch
12:30 PM - 1:30 PM$ 0.00 
Planned giving1:30 PM - 3:00 PM$ 55.00More
Annual giving campaigns1:30 PM - 3:00 PM$ 55.00More
Fundraising in the one-person development shop: making the most of a shoestring budget1:30 PM - 5:00 PM$ 95.00More
Networking break
Mid-afternoon refreshments are served to attendees registered for the next session
3:00 PM - 3:30 PM$ 0.00 
Direct mail fundraising3:30 PM - 5:00 PM$ 55.00More
Capital campaigns3:30 PM - 5:00 PM$ 55.00More


Click on any seminar title or the arrow on the right side to learn more about that seminar

Register Now
How many people do you wish to register?