Gushing With Gifts! A Well of Marketing Strategies That Work

January 23, 2007
Presenter: Jackie W. Franey, Children’s Medical Center, Dallas, TX
To successfully build a planned giving program, an organization needs to identify, cultivate and establish planned gifts with donors that have the inclination and capacity to give. Marketing planned gifts and generating leads to close gifts is of utmost importance to all charities, although organizations implement marketing programs in various ways. This session will address the needs and interests of gift planners by focusing on proven marketing strategies to build a planned giving program and practical tips for working with donors, prospects and donor advisors.

Ten Empowering Realities of Estate Planning and How They Relate to Charitable Planning With Prospects

March 20, 2007
Presenter: Pamela J. Davidson, Davidson Gift Design, Bloomington, IN
This session will focus on a list of ten realities of estate planning and how those realities translate into donors achieving both personal and charitable goals. These ten realities translate into concrete opportunities to be charitable within the bigger estate planning context. Many gift planners have no idea how to talk about charitable giving options, and this list offers genuine opportunities to listen for clues and be proactive with prospects.

Ignite and Inspire Female Philanthropists

May 15, 2007
Presenter: Barbara A. Culver, Resonate, Inc., Cincinnati, OH & Kelly J. Lang, Good Samaritan Hospital Foundation, Cincinnati, OH
Women are among the most prosperous of potential donors. Unfortunately, their greatest capacity to give often never materializes. This session provides a unique perspective from the not-for-profit professional working as a teammate with a financial advisor, and presents a proven model to secure planned gifts from women.

Focus, Focus, Focus: Rethinking Your Planned Giving Marketing Strategy

July 17, 2007
Presenter: Thomas W. Smith, The Vermont Community Foundation, Middlebury, VT
Gift planning has become increasingly complex, with new variations of standard gift vehicles, sophisticated investment strategies, lengthy disclosure statements, and tax laws that are constantly changing. Are we going in the right direction? Perhaps focusing on doing things simpler, smarter, and cheaper would lead to improved results. This session offers ideas on how to use lessons from the business world to increase gift production.

Making Planned Giving Work for Business Owners

September 18, 2007
Presenter: Jonathan D. Ackerman, Law Office of Jonathan Ackerman LLC, Owings Mills, MD
Entrepreneurs are six times as generous with their wealth as inheritors who have the same net worth. As a charitable gift planner, you get to see their strong preferences and unique opportunities. The charitable gift planner can also play a vital role in assisting the owners of family-owned businesses in meeting their needs and incorporating philanthropy into their planning. This session will address customized planned giving techniques through a discussion of key technical elements and case studies to highlight practical and creative solutions in an interactive format.

Partnering the Planned and Major Gift Functions: Will This Marriage Work?

November 20, 2007
Presenter: Cynthia Wilson Krause, Wilson & Krause, Dallas TX & Scott Lumpkin, University of Denver, Denver CO
The historical separation of planned giving and major giving functions has often lead to turf wars, donor frustration, and gifts falling short of their potential. This session explores origins of this division, potential conflicts, challenges and opportunities for integrating planned and major giving functions, including different models for doing so, and lessons from those who have succeeded.