After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.
Mike has over 15 years of major gift fundraising experience and attained the professional status of being a Certified Fund Raising Executive (CFRE) in 2005. From 1989 to 1997, Mike worked for the Atlanta Area Council of the Boy Scouts of America. As a District Director for the BSA, Mike provided leadership to one of the largest Boy Scout Districts in the United States. He worked for the American Red Cross for over five years. During this time, Mike served in a leadership fundraising capacity on over 30 disaster assignments in 15 states. Mike and his wife Kim reside in Daphne, AL, with their seven year old son, Matthew and their two year old daughter, Kate. Mike has been with the USO as Director of Development for 10 months where he works on major gifts and is responsible for all planned giving for the organization.
Christine Eckoff is Director of Planned Giving at Georgia State University. She is on the Board of the Association of Fund Raising Professionals (AFP) and the non-profit For Pete’s Sake. She is also a member of the Junior League of Atlanta and the Georgia Planned Giving Council. She graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill, and LL.M. in taxation at the University of Washington. Christine has held development positions at UPLIFT, Inc. and Duke University. Most recently, she worked for a tax boutique law firm specializing in complex tax shelter defense, estate planning, and white collar criminal defense in Seattle, Washington. She is currently Director of Planned Giving at Georgia State University in Atlanta.
James W. Fogal, CFP®, ChFC® is Director of Development of the Mises Institute. He has over a decade of experience in education development. Before joining the Mises Institute, he worked with Embry-Riddle University, the Christian Appalachian Project and Asbury College. He is active in several professional organizations, such as the Alabama Planned Giving Council, the Association of Fundraising Professionals, and the Financial Planning Association, and has been honored twice with the Kentucky Colonel award for community service and leadership. He has earned the following designations: CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Accredited Tax Advisor, Certified Fund Raising Executive and Certified Specialist in Planned Giving. Fogal holds a Master`s degree in philanthropic studies from Indiana University and a Bachelor`s degree in Classics from Asbury College. He did further graduate work at Vanderbilt University in Institutional Advancement, and studied personal financial planning at the University of Central Florida in Orlando.
Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Atlanta Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills: Day One: In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many foundation grants, and have built successful relationships with the grantmaking community. Day Two: Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions. WHY ATTEND THE FUNDRAISING SUMMIT? Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders. CAN ONE ATTEND SPECIFIC SESSIONS ONLY? We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. WHAT IS THE FORMAT OF THE SEMINARS? Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps. HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS? The Summit offers a unique format to help you accomplish the following:
