TITLE : Planned giving
CITY : San Francisco , CA
DATE : Wednesday, October 29, 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:

Cheryl Hylton
Consultant & Former Foundation Director

Cheryl Hylton, recently-retired Foothill-De Anza Foundation Associate Director, was responsible for oversight and implementation of the District’s annual fund, alumni development efforts, Chancellor’s Circle, and launch of a planned giving program with an avid volunteer lawyer and no operating budget. This partnership yielded several planned gifts, a new legacy circle group and a planned giving seminar featuring nationally-recognized experts in the field with sold-out attendance and full event sponsorship each year. She has a BA in Social Science and English from Northeastern Illinois University and holds a Life California teaching credential. Foundation assets during her seven year tenure increased from $7 million to $23 million, a testimonial to the excellent teamwork involving Foundation staff, District faculty and staff, and a generous and appreciative community. Her volunteer activities include consulting with community-based not-for-profits and creating revenue-enhancing materials and programs for them to consider and implement.

Greg Lassonde, CFRE
Planned Giving Specialist
Greg Lassonde, Consultant

Greg Lassonde, CFRE, has been working as a planned giving specialist since 1992 and started a consulting business in 2007. His fundraising experience since 1982 has covered the full spectrum, from direct mail to planned giving and most everything in between. He started working fulltime in planned giving in 1997. He has worked in a variety of nonprofits from KPFA radio to his most recent staff position at the San Francisco Symphony. He is a board member of the Northern California Planned Giving Council, chairing its 2008 annual conference, and again in 2009. He is a board member of the Oakland Zoo Foundation. As past president of Development Executives Roundtable Greg co-chaired the first two Fundraising Day conferences held jointly with NSFRE. In 1994 the Corporation for Public Broadcasting presented Greg an award for a model planned giving program he designed for Pacifica Foundation.

Art Stine
Planned Giving Director
The Salvation Army

Art Stine has been the Planned Giving Officer for 15 years working for Peale Center of Christian Living (2 years), Audubon Society (2 years), and The Salvation Army (11). He is a graduate of UCLA; he has been trained by the Resources Development Institute (Springfield, MO); and he has received the Certified Planned Giving Specialist Certificate from CSU Long Beach. Mr. Stine spends about 80% of his time in the field, visiting donors, educatiung Officers, Advisory Board members, and volunteers about Planned Giving opportunities. The balance of his time is spent on marketing to their loyal database and to senior residences with the goal of sharing charitable solutions to their taxing. He has also served as The Salvation Army Golden State Division Director of Development over major gifts, grantwriting, PR, estate management, capital campaigns, and direct mail.

 

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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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