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Overview:
With the economic and financial downturn still causing philanthropic hesitation, this is the perfect time for development shops to refocus on long-term giving options with donors. Unfortunately, most of these options are often unfairly thought of as too complicated to be used in daily development work.
Learn how to improve your overall fundraising performance through planned giving. With a focus on helping you seamlessly integrate long-term gifts into your cultivation and solicitation strategies, you will learn:
- How a planned gift can increase a major gift
- Which planned gift vehicles match which donor profiles
- How to identify if a prospect can benefit from a planned gift
- Tactics for bringing up a planned gift and making a dual ask
- Techniques to more effectively team with your gift planning colleagues
Target Audience:
This on-demand webcast is targeted at Front-line fundraisers charged with planning and making planned gift asks during their cultivation/solicitation duties. Gift planning professionals will also gain a better partnership with their front-line fundraising counterparts by joining them in viewing this on-demand webcast.
Program Agenda:
| ON-DEMAND Presentation |
| Live Session Took Place September 24, 2009 |
- How planned gifts can enhance traditional major gifts
- Useful planned gift vehicles for today's economy
- The essentials
- The other plans to keep in mind
- Charitable lead trusts
- Remainder trusts for a term/period of years
- Retained life estates
- Flip and unitrusts
- Insurance agreements
- Business transfers
- Donor scenarios for applying each vehicle
- Making the ask
- Noticing the signs a prospect could benefit from a planned gift
- Bringing up planned and asset-based giving
- Writing a good proposal that includes a gift planning component
- Sample language on how to perform the dual ask
- Roleplays
- Teaming with your gift planning colleagues
- Handing-off vs. pairing with a colleague
- Working with a prospect's legal or financial advisers
- Knowing who has responsibility for what paperwork and when
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Instructor:
Jeff Comfort, Executive Director, Principal and Planned Gifts, Georgetown University
Jeff was recently responsible for overseeing university-wide planned giving efforts resulting in $248 million of planned gift commitments for Georgetown's $1 billion comprehensive campaign. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the planned giving program for the National Jewish Medical and Research Center. A past president of the National Committee on Planned Giving (now the Partnership on Philanthropic Planning), Jeff also sat on the organization's board for five years and served as its 10th National Conference chair. On a local level, Jeff is a current member and a past president and board member of the National Capital Gift Planning Council of Greater Washington.
Ordering Information:
Ordering
Order online using our secure ordering system, or call 720.488.6800. After ordering, you will receive a confirmation of payment or an invoice, depending on method of payment. All audio is streamed on your computer speakers using your computer's sound card. |
Shipping
A CD-ROM version of the archive will be mailed within 3 business days of the time the order is placed. Shipping within the United States and Canada is free of charge. For orders shipped outside the United States and Canada, an additional $35 USD will be charged. |
Order Online:
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