TITLE : Planned giving
CITY : St. Paul , MN
DATE : Wednesday, May 21, 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:

Craig Erickson
Attorney at Law
Erickson & Associates, P.A.

Craig A. Erickson Erickson & Associates, P.A. Craig practiced law with Chestnut & Cambronne from 1972 to 2001. He joined The Saint Paul Foundation in 2001 as Senior Gift Planner, where he worked with professional advisors and their clients to implement charitable planning strategies as a part of their estate and financial planning. In 2004, Craig founded the law firm of Erickson & Associates, P.A. The firm specializes in advanced estate and trust planning, and business succession planning. Craig served on the board of Special Olympics for seven years and is a past board member of Inner City Tennis, Saint Paul Urban Tennis and H.E.A.R.T. He currently volunteers at the Home of the Good Shepherd, Risen Christ School and St. Olaf Catholic Church. Craig graduated from Gonzaga University with a BA in Political Science and from William Mitchell College of Law with a Juris Doctor degree.

Douglas Petersen, CFRE
CEO
D.A. Petersen Associates, Inc.

Mr. Petersen CEO of one of the largest NFP fundraising consulting group in the USA, with over 750 associates that specialize in all areas of friend/fundraising. Mr. Petersen has over forty years experience with NFPs. Mr. Petersen has worked for and consulted with over 250 NFPs in the USA setting up major and planned giving programs. Mr. Petersen was the Director of Major and Planned Gifts for the American National Red Cross (MOH), Humane Society of the US, and American Diabetes Association. Several other charities like YMCA, AMVETS, Children`s Home Society of MN, Diabetes Research & Wellness and many others he has empowered staff and volunteers to set-up and run planned giving programs, while being active in the solicitation process, himself. Mr. Petersen received the first ever given ARC NHQ Outstanding Professional Fundraiser of the Year Award and is listed in Who`s Who several editions since

 

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  • Networking Sessions
  • Afternoon Seminars
  • Morning Seminars

Tuesday, May 20, 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
Winning proposals: a tour of four successful case studies 3:30 PM - 5:00 PM$ 55.00More
Cause marketing: building profitable relationships with corporate partners 3:30 PM - 5:00 PM$ 55.00More

Wednesday, May 21, 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

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