Creating and Implementing Effective Planned Giving Program Policies and Procedures

Phil Purcell
 
Gift acceptance policies and procedures are essential for a successful planned giving program.  This breakout session will explain the most important considerations when creating and implementing effective policies and procedures.  Topics such a planned gift vehicles, assets for gifts, and administrative requirements will be explained.  Attendees will learn to work with key constituents, including the development staff, board of directors, business office, legal counsel and others to create a effective policies.  Sample forms, checklists and other documents will be shared.  Policies and procedures must be more than words on paper - but need to be implemented on a daily basis to be effective for success!
 
Learning Objectives:
1. Learn essential components to create gift acceptance policies and procedures.
2. Understand important considerations when collaborating with others to create gift acceptance policies and procedures.
3. Consider valuable steps to implement effective policies and procedures.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
Purchase Type: 
Individual
Recent News & Events
CGP Conference
Oct 19, 2018
CGP Conference 2018 CGP Conference is being held in Las Vegas, NV on October 17-19, 2018....
More
Five key ingredients to getting a planned giving program off the ground
Aug 08, 2018
Let’s say you’re a major and planned gifts officer in a small development shop, and you do it all—marketing, prospecting...
More
CGP Webinar: Questions to Start Gift Planning Conversations
Aug 29, 2018
Planned giving happens on the donor's schedule, not the fundraiser's. How do you know when the time is right? Long be...
More
ACGA Rates Release New Suggested Maximum Rate Schedules Effective July 1, 2018
May 15, 2018
The American Council on Gift Annuities (ACGA) Board of Directors held its semi-annual meeting on April 24, 2018. As part...
More
Related Resources
The (Baltimore) Raven Says Nevermore: Creative Advanced Gift Annuity Planning
This highly interactive session presents three case studies.  First, a donor is trying to understand the differe...
View
Click or Skip? What About Headlines Makes Donors Want to Read More?
Move over response rates! "Engagement" is the new "it" metric in planned giving. With today's technology, we have the...
View