From Reactive to Proactive - the Evolution of a Gift Planning Program

Presenter: Jennifer Milburn
Is your organization considering a greater investment in gift planning? Jennifer Milburn will detail the strategic transition of a small, reactive, referral based office to a larger, portfolio-based, metrics-driven gift planning program. We will share the opportunities and obstacles we encountered along the way, and perhaps most importantly, how thoughtful strategic planning allowed us to project return on investment and gain leadership support.
What you’ll learn:
How to get major gift officers on board with the transition and continue to support their work while increasing attention to planned gift prospects and conversations.
How to establish metrics that realistically reflect both differences and cooperation between major and planned gift cultivation.
How to develop and use a 5-year strategic plan.
Jennifer Milburn is Director, Gift Planning, at Oregon State University Foundation. She began her 20-year development career as Director of Annual Giving in Intercollegiate Athletics, progressed to major gift and capital campaign work first in Athletics, then academics. I spent the middle ten years of my career serving as Director of Development for the College of Agricultural Sciences and the College of Veterinary Medicine during our highly successful $1 billion campaign. Due to the large number of planned gifts I collaborated on in my work with these two colleges, I was asked to join the OSU Foundation's centralized Gift Planning Office in 2012, where I have now served as a Director for nearly five years, overseeing Probate Administration and Prospect Triage, in addition to maintaining my own portfolio and meeting annual metrics. My background in major gifts gave me a unique perspective as our Gift Planning Office transitioned from a small, reactive GP shop, largely dependent on referrals and co-visits with our major gift colleagues, to a larger, more proactive, portfolio-based GP team with individual metrics and a fully developed 5-year strategic plan.
This webinar is CFRE Approved for 1 point. 
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CGP National members: $25.00
Non-members: $50.00
Group pricing: $99.00 (Council groups or 2+ people viewing) 
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Wednesday, March 28, 2018 - 01:15