Using Planned Gifts to Maximize Major Gifts

September 29, 2011

Horizontal Tabs

Overview

Improve your fundraising performance by integrating effective planned gift solicitation.

With the slow economic recovery still causing philanthropic hesitation, this is the perfect time for development shops to refocus on long-term, asset-based giving options. Unfortunately, most of these options are often unfairly thought of as too complicated to be used in daily development work.

Join us online 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 gift planning colleagues

WHO SHOULD ATTEND

Front-line fundraisers charged with planning and making planned gift asks during their cultivation/solicitation duties should attend. Gift planning professionals will also gain a better partnership with their front-line fundraising counterparts by joining them in viewing the webcast.

Agenda

Learning Outcome:

After participating in this webcast, you will be better prepared to integrate planned gift strategy during your daily fundraising work.

Thursday, September 29, 2011

1:00 - 3:00 p.m. EDT

How planned gifts can enhance traditional major gifts
Useful planned gift vehicles for today's economy
- The essentials
  - Gift annuities
  - Bequests
- 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 when 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
- Role-plays
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

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Jeffrey W. 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.

Registration

CD Recording of Live Webcast

$350.00

Using Planned Gifts to Maximize Major Gifts recording

Attendee Information

Please provide your information.

State/Province *

Country *

Additional Attendees:		Order
	First Name Last Name Job Title Email	Weight for row 1
	First Name Last Name Job Title Email	Weight for row 2
	First Name Last Name Job Title Email	Weight for row 3
	First Name Last Name Job Title Email	Weight for row 4
	First Name Last Name Job Title Email	Weight for row 5
	First Name Last Name Job Title Email	Weight for row 6
	First Name Last Name Job Title Email	Weight for row 7
	First Name Last Name Job Title Email	Weight for row 8
	First Name Last Name Job Title Email	Weight for row 9
	First Name Last Name Job Title Email	Weight for row 10
	First Name Last Name Job Title Email	Weight for row 11
	First Name Last Name Job Title Email	Weight for row 12
	First Name Last Name Job Title Email	Weight for row 13
	First Name Last Name Job Title Email	Weight for row 14
	First Name Last Name Job Title Email	Weight for row 15
	First Name Last Name Job Title Email	Weight for row 16

On-Demand Download of Live Webcast (180 day license)

Shopping cart

Your shopping cart is empty.

Participating is easy!

All you need is a computer with a high-speed Internet connection to watch the presentation

Get More Details

Search form

Webcast

Follow AI

Share This Page: