Philanthropic Planning Paralysis—Getting Donors to Act

When evaluating philanthropic planning advice, many donors find themselves paralyzed from taking any action. How do you determine the optimal philanthropic solutions that accomplish a donor’s objectives, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a donor to implement those strategies? This session provides concrete methods for you to help donors move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty. 

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Peer Link: Enhancing Your Program

Visit the members-exclusive Peer Link: Enhancing Your Program group and connect with others leading the charge for their charitable gift planning program. February's education includes webinar: Calculating Return on Investment for Planned Gift Marketing with Katherine Swank, Senior Consultant, Target Analytics

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Peer Link: Planned Gift Tech

Visit the members-exclusive Peer Link: Planned Gift Tech group and connect with other members on everything technical. February's education includes Basics and Beyond video series.

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Peer Link: Getting Oriented

Visit the members-exclusive Peer Link: Getting Oriented group and connect with other members new to the profession. February's education includes Lessons Learned: Best Practices from Top Planners, with Jeff Comfort, Vice President, Principle and Planned Gifts, Oregon State University Foundation.

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All You Need For Planned Giving You Learned in Kindergarten

All you really need to know about Planned Giving you learned in Kindergarten. It sounds too good to be true, but it isn’t. Discover how the lessons we learned in kindergarten—Share Everything, Play Fair, Don’t Hit People, Flush, and Take a Nap—can be applied to your career as a planned giving officer and can increase legacy support for your charity Whether you are new to planned giving, or are a seasoned specialist, if you are looking for insights that can enhance your planned giving prowess, then this session is for you! Meryl will show you how playing well with others and sharing everything enabled her to bring in $3 Million in new bequest intentions in her first five months at Stony Brook University. Warm cookies, cold milk and planned giving are a true recipe for success. 

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Personalized Philanthropy Across the Disciplines: Planning for High Capacity Clients and Donors

When properly planned, philanthropy is more than tools and techniques. The purposes of philanthropic planning include but transcend tax savings and financial benefits to donor and family. Effective legacy planning also achieves measurable positive impact on the community, via specific programs, at specific nonprofits in line with client intentions. At the intersection of values-based legacy planning and personalized nonprofit gift planning, a new cross-disciplinary body of practice is evolving, in which the attorney, as counselor, trusted advisor, and servant leader, may play a leading role. This panel, drawn from law, academics, financial planning, and gift planning, will both discuss and model the new cross-disciplinary fusion of fields.  

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Building a Legacy Gift Portfolio from Your Annual Donor Base

This paper will discuss the four steps to building a productive legacy gift portfolio: 1) create gift appreciation methods that engender long-term loyalty; 2) provide program-related cultivation methods; 3) identify prospects by loyalty first, then wealth level; and 4) engage in proactive relationship development and solicitation.

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Bequest Pipeline Conference Whitepaper

The bequest pipeline is made of donors, not dollars. Who are they and what happened to them between the time their bequests were committed and the gifts arrived in the development office? Planners and database managers from 12 Western Pennsylvania nonprofits analyzed ten years of received bequests to find everything we could about the people who made the gifts, then compiled our analysis to identify trends and develop a model that helps us predict what the pipeline will produce to satisfy the donor's goals and the organization's needs. In the course of this analysis, we confirmed or debunked a number of truisms about bequest giving, including "for every known bequest, there are two unknown bequests," "bequest donors do not remove charities from their wills," and "one's best annual donors are one's best bequest prospects."

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Blended Gifts: Making the Most of This Emerging Workhorse for Major& Planned Gift Officers

Following the 2008 economic downturn, donors began trending towards revocable estate gifts. Leading charities responded by promoting "blended gifts," which include both outright and deferred components. This presentation will show frontline fundraisers how to make blended gifts their workhorse for re-energizing traditional major gift donors, expanding their prospect pool with deferred gift donors, and bringing added value to their donor conversations. Likewise, planned giving officers will learn how to optimize their collaborative impact by becoming more adept with the technical scenarios and interpersonal nuances, as they learn to embrace the very different fundraising perspectives of their major gift colleagues.

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