Giving Essentials

  • Everything You Ever Wanted to Know About Building a Strong Planned Giving Program (In 75 Minutes or Less)

Speaker: Byron Rupp

Whether you're a seasoned professional looking to reinvigorate a stagnant program or new to planned giving and just beginning to consider how to launch a program, this session will:

  • Discuss the reasons every organization should build and support a planned giving program while also providing data that you can use to justify expenses
  • Highlight the key data indicators that shops of all sizes can quickly and efficiently use to identify their best PG prospects
  • Review the best types of questions to ask during a planned giving qualification visit and discuss key psychological components to consider and incorporate during the cultivation process
  • Help attendees understand when is the time to "make the ask" and how to do it
  • Discuss the process and importance of documenting a planned gift and why we must continually work to retain them

  • From Zero to Planned Giving in 18 Months

Speaker: Sarah Swanson

This presentation demystifies the process of building a planned giving program from the ground up, offering practical guidance and encouragement for fundraisers new to this area. Drawing from personal experience, attendees will learn essential steps such as crafting endowment policies, identifying manageable gift types, and establishing effective systems. The session will address common fears and barriers, empowering participants to confidently take their first steps in developing a planned giving program tailored to their organization's needs. Whether you're starting from scratch or seeking a roadmap for growth, this session provides the tools and inspiration to get started.

  • Empowering Gift Officers to Amplify Impact: Strategic Partnerships that Elevate Gift Conversations

Speakers: Jessica Hermann-Wilmarth & Jennifer Yelovina

Development leaders are tasked with ambitious and increasing goals in an environment where hiring and retaining gift officers can be difficult. Moreover, gift officers--regardless of their experience level--often don't feel comfortable introducing conversations about using assets versus cash with capable donors because they think they must know all the ins and outs of different gift types. Hear how a growing and evolving advancement team has created a model that uses training and intentional collaboration to improve results. Strategies apply to all stages from prospect assignment to collaboration with gift planning during cultivation and solicitation. Learn how this new approach has armed officers with the information and skills needed to encourage bigger blended, current and future gifts.

  • Building a Planned Giving Program Within a Small to Mid-Sized Nonprofit

Speaker: Jay Duggan

Many smaller nonprofits want to have a dynamic planned giving program but simply do not have the budget to hire a full-time Planned Giving Officer. Smaller nonprofit's lack of understanding about planned gifts turns into reluctance to have legacy discussions with their donors, which results in a stagnant to nonexistent program. Our session will focus on best practices in board buy-in, donor cultivation, planned giving conversations and how to market and promote legacy giving on a budget with dynamic results.

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