TITLE : Planned giving
CITY : New York , NY
DATE : Wednesday, July 02, 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:

Susan Axelrod
Planned Giving Advisor

Susan Axelrod’s 23 year tenure in fundraising has been dedicated to helping organizations develop life-long donor relationships and productive boards. She is a Planned Giving Advisor and Fundraising Consultant and a teacher, trainer, writer, and professional speaker. To organizations of all sizes she advises on the importance of getting started in planned giving and not ‘waiting for the right time.’ She created comprehensive planned giving programs for two hospitals and continues to manage one of them. During her 6 years there, the endowment has grown from $1.5 million to $8 million and the bequest society has grown from 38 to 100 members. In the last decade, Susan has presented more than 50 programs, and has published dozens of articles for professional and news publications. She is a regular contributor to Planned Giving Mentor, on their National Consultants Advisory Board, and a past contributor to “New York Nonprofit Press.”

Mark Hefter
Director, Planned Giving
American Technion Society (ATS)

In addition to his responsibility for managing the ATS National Planned Giving Department and Staff, Mr. Hefter works directly with donors and their advisors on the design, solicitation, closing and implementation of all types of planned gifts. Since he joined the organization, ATS has raised over $400 Million in planned and deferred gifts. Prior to joining ATS in May 1995, Mr. Hefter practiced law for nearly sixteen years in his native Louisiana, New York and California. His practice focused exclusively on tax and estate planning and representation of non-profit organizations. In this capacity, Mr. Hefter provided over one thousand donors and two hundred charities with advice concerning planned gifts. He also designed and implemented numerous planned giving programs for charitable organizations.

Thomas Kovach
Vice President of Client Services & Senior Consultant
IDC

Tom has 20 years of fundraising experience, most of which has been as a Vice President at IDC, where he has assisted hundreds of fund-raising efforts in the United States and the United Kingdom. Tom provides clients with planned giving, annual giving, and campaign counsel while specializing in designing programs that maximize return on investment and messaging effectiveness through mail, telephone, and web-based tools. Tom holds a B.A. from Middlebury College. He volunteers for several organizations, including the Human Rights Campaign where he serves on the national board of governors.

 

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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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