TITLE : Planned giving
CITY : London , UK
DATE : Thursday, September 25, 2008
TIME : 1:30 PM - 3:00 PM
PRICE : £ 55.00
Planned giving

Around 10 million people in the UK donate to charities and not-for-profit organisations through planned gifts. These are most often bequests of many thousands of pounds 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 these gifts.
 
Topics covered include:
  • Examples of planned gifts and how they work (in the UK and the USA)
  • How to identify prospects and steward donors
  • How to market planned gifts
 After the session, you’ll have a better understanding of the principles and practices of planned giving.  You will also be able to take simple steps to start or reinvigorate a planned giving programme.  This session is designed for intermediate to advanced fundraisers.
Speakers for this session:

Jan Jennings Cailleux
President
Viking Consulting Services

Jan Jennings Cailleux manages Viking Consulting Services, a consultancy based in Paris that helps nonprofit organizations in Europe and America build comprehensive planned giving programs. Viking Consulting specializes in raising funds through bequests, legacies, and life income gifts. Over the last 16 years Jan directed planned giving programs at World Wildlife Fund and The Ocean Conservancy in Washington D.C., enhanced major gifts at Joslin Diabetes Center, a Harvard-affiliated clinic in Boston, Massachusetts, and founded Viking Consulting Services in 2005, serving clients from London to California. She also focuses on direct marketing, board training, and major gifts, conducting planned giving workshops in European capitals. She served as Co-President of the Stanford Club of New England and Vice-President for the National Capital Gift Planning Council in Washington D.C. Jan is a member of the European Association for Planned Giving and the National Committee on Planned Giving.

 

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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

 All levels

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

 All levels
Special events fundraising

8:00 AM - 10:00 AM

£ 55.00

 All levels
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

£ 95.00

 All levels

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

 All levels

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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